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Disclosery

LPL Financial LLC: MORT position timeline

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

LPL Financial LLC held 1,388,361 MORT 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 1,388,361 shares
    Change vs previous 13F +81,857 shares

    <0.01% of the 13F portfolio, value $14,383,419.

    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 1,306,504 shares
    Change vs previous 13F +94,194 shares

    <0.01% of the 13F portfolio, value $13,404,726.

    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 1,212,310 shares
    Change vs previous 13F +104,508 shares

    <0.01% of the 13F portfolio, value $12,741,374.

    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 1,107,802 shares
    Change vs previous 13F +53,875 shares

    <0.01% of the 13F portfolio, value $11,931,025.

    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 1,053,927 shares
    Change vs previous 13F -313,012 shares

    <0.01% of the 13F portfolio, value $11,129,467.

    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 1,366,939 shares
    Change vs previous 13F +468,470 shares

    0.01% of the 13F portfolio, value $15,268,704.

    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 898,469 shares
    Change vs previous 13F +112,053 shares

    <0.01% of the 13F portfolio, value $9,541,740.

    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 786,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,492,046.

    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).