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Disclosery

LPL Financial LLC: MFSV position timeline

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

LPL Financial LLC held 5,700,107 MFSV 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 5,700,107 shares
    Change vs previous 13F +1,131,449 shares

    0.04% of the 13F portfolio, value $162,852,041.

    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 4,568,658 shares
    Change vs previous 13F +3,277,847 shares

    0.03% of the 13F portfolio, value $122,120,220.

    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 1,290,811 shares
    Change vs previous 13F +969,181 shares

    0.01% of the 13F portfolio, value $34,258,121.

    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 321,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,408,619.

    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).