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Disclosery

LPL Financial LLC: MSB position timeline

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

LPL Financial LLC held 15,683 MSB 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 15,683 shares
    Change vs previous 13F -2,979 shares

    <0.01% of the 13F portfolio, value $396,788.

    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 18,662 shares
    Change vs previous 13F -5,243 shares

    <0.01% of the 13F portfolio, value $587,845.

    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 23,905 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $920,829.

    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 23,661 shares
    Change vs previous 13F +3,981 shares

    <0.01% of the 13F portfolio, value $692,545.

    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 19,680 shares
    Change vs previous 13F +4,006 shares

    <0.01% of the 13F portfolio, value $471,544.

    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 15,674 shares
    Change vs previous 13F +2,932 shares

    <0.01% of the 13F portfolio, value $426,320.

    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 12,742 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $358,187.

    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 12,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,332.

    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).