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LPL Financial LLC: MDB position timeline

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

LPL Financial LLC held 54,679 MDB 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 54,679 shares
    Change vs previous 13F -7,713 shares

    <0.01% of the 13F portfolio, value $18,366,632.

    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 62,392 shares
    Change vs previous 13F -3,486 shares

    <0.01% of the 13F portfolio, value $15,271,690.

    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 65,878 shares
    Change vs previous 13F +14,634 shares

    0.01% of the 13F portfolio, value $27,648,338.

    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 51,244 shares
    Change vs previous 13F +5,569 shares

    <0.01% of the 13F portfolio, value $15,905,113.

    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 45,675 shares
    Change vs previous 13F -2,155 shares

    <0.01% of the 13F portfolio, value $9,591,083.

    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 47,830 shares
    Change vs previous 13F +11,160 shares

    <0.01% of the 13F portfolio, value $8,389,410.

    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 36,670 shares
    Change vs previous 13F -2,771 shares

    <0.01% of the 13F portfolio, value $8,537,026.

    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 39,441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,662,739.

    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).