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Disclosery

LPL Financial LLC: MTB position timeline

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

LPL Financial LLC held 134,231 MTB 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 134,231 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $31,948,295.

    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 134,213 shares
    Change vs previous 13F +4,242 shares

    0.01% of the 13F portfolio, value $27,744,362.

    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 129,971 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $26,186,456.

    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 131,306 shares
    Change vs previous 13F +7,683 shares

    0.01% of the 13F portfolio, value $25,948,607.

    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 123,623 shares
    Change vs previous 13F +1,771 shares

    0.01% of the 13F portfolio, value $23,981,627.

    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 121,852 shares
    Change vs previous 13F +7,786 shares

    0.01% of the 13F portfolio, value $21,781,005.

    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 114,066 shares
    Change vs previous 13F +4,163 shares

    0.01% of the 13F portfolio, value $21,445,635.

    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 109,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,575,912.

    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).