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LPL Financial LLC: MTGP position timeline

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

LPL Financial LLC held 230,454 MTGP 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 230,454 shares
    Change vs previous 13F +64,756 shares

    <0.01% of the 13F portfolio, value $10,177,854.

    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 165,698 shares
    Change vs previous 13F +35,565 shares

    <0.01% of the 13F portfolio, value $7,324,182.

    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 130,133 shares
    Change vs previous 13F +33,140 shares

    <0.01% of the 13F portfolio, value $5,796,792.

    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 96,993 shares
    Change vs previous 13F +69,598 shares

    <0.01% of the 13F portfolio, value $4,321,491.

    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 27,395 shares
    Change vs previous 13F +9,128 shares

    <0.01% of the 13F portfolio, value $1,216,612.

    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 18,267 shares
    Change vs previous 13F +11,469 shares

    <0.01% of the 13F portfolio, value $800,553.

    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 6,798 shares
    Change vs previous 13F -380 shares

    <0.01% of the 13F portfolio, value $293,671.

    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 7,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,584.

    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).