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LPL Financial LLC: MBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on MBND, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 35,619 MBND shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,619 shares
    Change vs previous 13F +358 shares

    <0.01% of the 13F portfolio, value $973,820.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,261 shares
    Change vs previous 13F +2,251 shares

    <0.01% of the 13F portfolio, value $957,623.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,010 shares
    Change vs previous 13F -5,431 shares

    <0.01% of the 13F portfolio, value $902,989.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,441 shares
    Change vs previous 13F +11,303 shares

    <0.01% of the 13F portfolio, value $1,051,608.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,138 shares
    Change vs previous 13F +3,196 shares

    <0.01% of the 13F portfolio, value $734,761.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,942 shares
    Change vs previous 13F +9,150 shares

    <0.01% of the 13F portfolio, value $653,257.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,002.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).