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Disclosery

LPL Financial LLC: MBS position timeline

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

LPL Financial LLC held 172,028 MBS 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 172,028 shares
    Change vs previous 13F -39,591 shares

    <0.01% of the 13F portfolio, value $1,484,601.

    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 211,619 shares
    Change vs previous 13F +79,234 shares

    <0.01% of the 13F portfolio, value $1,832,618.

    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 132,385 shares
    Change vs previous 13F +46,734 shares

    <0.01% of the 13F portfolio, value $1,157,703.

    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 85,651 shares
    Change vs previous 13F -1,042,849 shares

    <0.01% of the 13F portfolio, value $747,304.

    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 1,128,500 shares
    Change vs previous 13F +59,308 shares

    <0.01% of the 13F portfolio, value $9,744,591.

    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 1,069,192 shares
    Change vs previous 13F +158,850 shares

    <0.01% of the 13F portfolio, value $9,280,589.

    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 910,342 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,765,221.

    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).