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Disclosery

LPL Financial LLC: MTN position timeline

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

LPL Financial LLC held 28,018 MTN 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 28,018 shares
    Change vs previous 13F -1,741 shares

    <0.01% of the 13F portfolio, value $3,814,620.

    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 29,759 shares
    Change vs previous 13F +5,326 shares

    <0.01% of the 13F portfolio, value $3,818,640.

    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 24,433 shares
    Change vs previous 13F -874 shares

    <0.01% of the 13F portfolio, value $3,244,636.

    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 25,307 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $3,785,213.

    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 23,645 shares
    Change vs previous 13F +3,086 shares

    <0.01% of the 13F portfolio, value $3,715,329.

    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 20,559 shares
    Change vs previous 13F +2,049 shares

    <0.01% of the 13F portfolio, value $3,289,886.

    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 18,510 shares
    Change vs previous 13F +5,430 shares

    <0.01% of the 13F portfolio, value $3,469,663.

    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 13,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,279,633.

    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).