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Disclosery

LPL Financial LLC: MSCI position timeline

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

LPL Financial LLC held 37,769 MSCI 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 37,769 shares
    Change vs previous 13F -2,384 shares

    <0.01% of the 13F portfolio, value $21,152,422.

    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 40,153 shares
    Change vs previous 13F -3,260 shares

    0.01% of the 13F portfolio, value $21,643,205.

    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 43,413 shares
    Change vs previous 13F -6,783 shares

    0.01% of the 13F portfolio, value $24,907,367.

    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 50,196 shares
    Change vs previous 13F +5,055 shares

    0.01% of the 13F portfolio, value $28,481,636.

    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 45,141 shares
    Change vs previous 13F -2,126 shares

    0.01% of the 13F portfolio, value $26,034,998.

    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 47,267 shares
    Change vs previous 13F +1,863 shares

    0.01% of the 13F portfolio, value $26,729,267.

    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 45,404 shares
    Change vs previous 13F +5,350 shares

    0.01% of the 13F portfolio, value $27,243,146.

    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 40,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,348,666.

    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).