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Disclosery

LPL Financial LLC: MD position timeline

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

LPL Financial LLC held 70,400 MD 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 70,400 shares
    Change vs previous 13F +1,869 shares

    <0.01% of the 13F portfolio, value $1,783,232.

    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 68,531 shares
    Change vs previous 13F -3,842 shares

    <0.01% of the 13F portfolio, value $1,465,878.

    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 72,373 shares
    Change vs previous 13F -16,129 shares

    <0.01% of the 13F portfolio, value $1,548,058.

    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 88,502 shares
    Change vs previous 13F +103 shares

    <0.01% of the 13F portfolio, value $1,482,409.

    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 88,399 shares
    Change vs previous 13F -55,919 shares

    <0.01% of the 13F portfolio, value $1,268,526.

    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 144,318 shares
    Change vs previous 13F +51,490 shares

    <0.01% of the 13F portfolio, value $2,091,168.

    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 92,828 shares
    Change vs previous 13F +4,295 shares

    <0.01% of the 13F portfolio, value $1,217,903.

    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).

  8. period ended2024-09-30
    13F 88,533 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,026,097.

    13F-HR 0001403438-24-000004 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).