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Disclosery

LPL Financial LLC: MSD position timeline

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

LPL Financial LLC held 342,818 MSD 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 342,818 shares
    Change vs previous 13F +33,255 shares

    <0.01% of the 13F portfolio, value $2,502,575.

    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 309,563 shares
    Change vs previous 13F +13,282 shares

    <0.01% of the 13F portfolio, value $2,173,133.

    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 296,281 shares
    Change vs previous 13F +6,935 shares

    <0.01% of the 13F portfolio, value $2,189,517.

    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 289,346 shares
    Change vs previous 13F -9,073 shares

    <0.01% of the 13F portfolio, value $2,132,479.

    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 298,419 shares
    Change vs previous 13F +57,284 shares

    <0.01% of the 13F portfolio, value $2,306,782.

    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 241,135 shares
    Change vs previous 13F +41,126 shares

    <0.01% of the 13F portfolio, value $1,941,133.

    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 200,009 shares
    Change vs previous 13F -7,208 shares

    <0.01% of the 13F portfolio, value $1,540,073.

    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 207,217 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,643,232.

    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).