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Disclosery

LPL Financial LLC: MDIV position timeline

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

LPL Financial LLC held 1,528,693 MDIV 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 1,528,693 shares
    Change vs previous 13F +467,675 shares

    0.01% of the 13F portfolio, value $25,261,649.

    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 1,061,018 shares
    Change vs previous 13F +54,652 shares

    <0.01% of the 13F portfolio, value $17,156,652.

    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 1,006,366 shares
    Change vs previous 13F -285,406 shares

    <0.01% of the 13F portfolio, value $15,820,075.

    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 1,291,772 shares
    Change vs previous 13F +94,801 shares

    0.01% of the 13F portfolio, value $20,720,022.

    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 1,196,971 shares
    Change vs previous 13F +8,845 shares

    0.01% of the 13F portfolio, value $18,924,117.

    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 1,188,126 shares
    Change vs previous 13F +101,162 shares

    0.01% of the 13F portfolio, value $19,428,707.

    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 1,086,964 shares
    Change vs previous 13F +114,612 shares

    0.01% of the 13F portfolio, value $17,554,468.

    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 972,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,170,219.

    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).