Skip to content
Disclosery

LPL Financial LLC: MDY position timeline

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

LPL Financial LLC held 166,179 MDY 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 166,179 shares
    Change vs previous 13F +2,775 shares

    0.03% of the 13F portfolio, value $116,880,201.

    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 163,404 shares
    Change vs previous 13F -11,042 shares

    0.03% of the 13F portfolio, value $100,781,131.

    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 174,446 shares
    Change vs previous 13F +1,981 shares

    0.03% of the 13F portfolio, value $105,239,874.

    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 172,465 shares
    Change vs previous 13F +254 shares

    0.03% of the 13F portfolio, value $102,794,333.

    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 172,211 shares
    Change vs previous 13F +14,175 shares

    0.03% of the 13F portfolio, value $97,554,281.

    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 158,036 shares
    Change vs previous 13F -6,986 shares

    0.03% of the 13F portfolio, value $84,309,208.

    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 165,022 shares
    Change vs previous 13F +21,353 shares

    0.04% of the 13F portfolio, value $93,993,070.

    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 143,669 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $81,842,467.

    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).