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Disclosery

LPL Financial LLC: MTBA position timeline

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

LPL Financial LLC held 544,297 MTBA 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 544,297 shares
    Change vs previous 13F -38,346 shares

    0.01% of the 13F portfolio, value $26,708,643.

    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 582,643 shares
    Change vs previous 13F +21,099 shares

    0.01% of the 13F portfolio, value $28,817,530.

    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 561,544 shares
    Change vs previous 13F +7,056 shares

    0.01% of the 13F portfolio, value $28,307,417.

    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 554,488 shares
    Change vs previous 13F +261,544 shares

    0.01% of the 13F portfolio, value $27,918,449.

    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 292,944 shares
    Change vs previous 13F +195,541 shares

    <0.01% of the 13F portfolio, value $14,673,567.

    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 97,403 shares
    Change vs previous 13F +39,646 shares

    <0.01% of the 13F portfolio, value $4,883,759.

    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 57,757 shares
    Change vs previous 13F +42,511 shares

    <0.01% of the 13F portfolio, value $2,869,929.

    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 15,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $784,852.

    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).