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Disclosery

LPL Financial LLC: MTD position timeline

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

LPL Financial LLC held 7,141 MTD 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 7,141 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $9,123,248.

    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 7,302 shares
    Change vs previous 13F +438 shares

    <0.01% of the 13F portfolio, value $9,209,825.

    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 6,864 shares
    Change vs previous 13F +111 shares

    <0.01% of the 13F portfolio, value $9,570,320.

    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 6,753 shares
    Change vs previous 13F +897 shares

    <0.01% of the 13F portfolio, value $8,290,345.

    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 5,856 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $6,879,031.

    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 5,404 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $6,381,921.

    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 4,646 shares
    Change vs previous 13F +953 shares

    <0.01% of the 13F portfolio, value $5,685,511.

    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 3,693 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,538,752.

    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).