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Disclosery

LPL Financial LLC: MUNI position timeline

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

LPL Financial LLC held 2,501,521 MUNI 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 2,501,521 shares
    Change vs previous 13F +270,237 shares

    0.03% of the 13F portfolio, value $131,580,003.

    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 2,231,284 shares
    Change vs previous 13F +206,246 shares

    0.03% of the 13F portfolio, value $116,450,725.

    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 2,025,038 shares
    Change vs previous 13F +286,613 shares

    0.03% of the 13F portfolio, value $106,132,231.

    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 1,738,425 shares
    Change vs previous 13F +189,413 shares

    0.03% of the 13F portfolio, value $90,884,878.

    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 1,549,012 shares
    Change vs previous 13F +171,960 shares

    0.03% of the 13F portfolio, value $79,557,268.

    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 1,377,052 shares
    Change vs previous 13F +73,974 shares

    0.03% of the 13F portfolio, value $70,987,004.

    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 1,303,078 shares
    Change vs previous 13F +244,800 shares

    0.03% of the 13F portfolio, value $67,408,219.

    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 1,058,278 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $56,067,561.

    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).