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Disclosery

LPL Financial LLC: NAD position timeline

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

LPL Financial LLC held 1,265,467 NAD 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 1,265,467 shares
    Change vs previous 13F +42,866 shares

    <0.01% of the 13F portfolio, value $15,337,454.

    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 1,222,601 shares
    Change vs previous 13F +269,268 shares

    <0.01% of the 13F portfolio, value $14,059,906.

    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 953,333 shares
    Change vs previous 13F +126,762 shares

    <0.01% of the 13F portfolio, value $11,459,057.

    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 826,571 shares
    Change vs previous 13F +14,248 shares

    <0.01% of the 13F portfolio, value $9,662,616.

    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 812,323 shares
    Change vs previous 13F -149,020 shares

    <0.01% of the 13F portfolio, value $9,171,128.

    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 961,343 shares
    Change vs previous 13F +231,254 shares

    <0.01% of the 13F portfolio, value $11,074,668.

    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 730,089 shares
    Change vs previous 13F +178,644 shares

    <0.01% of the 13F portfolio, value $8,512,832.

    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 551,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,826,895.

    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).