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Disclosery

LPL Financial LLC: MSEX position timeline

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

LPL Financial LLC held 22,605 MSEX 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 22,605 shares
    Change vs previous 13F -2,171 shares

    <0.01% of the 13F portfolio, value $1,269,525.

    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 24,776 shares
    Change vs previous 13F -1,296 shares

    <0.01% of the 13F portfolio, value $1,289,586.

    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 26,072 shares
    Change vs previous 13F -2,308 shares

    <0.01% of the 13F portfolio, value $1,314,532.

    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 28,380 shares
    Change vs previous 13F +938 shares

    <0.01% of the 13F portfolio, value $1,535,946.

    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 27,442 shares
    Change vs previous 13F +435 shares

    <0.01% of the 13F portfolio, value $1,486,812.

    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 27,007 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $1,731,118.

    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 26,921 shares
    Change vs previous 13F +4,415 shares

    <0.01% of the 13F portfolio, value $1,416,865.

    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 22,506 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,468,262.

    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).