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LPL Financial LLC: NBB position timeline

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

LPL Financial LLC held 239,185 NBB 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 239,185 shares
    Change vs previous 13F +16,226 shares

    <0.01% of the 13F portfolio, value $3,774,346.

    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 222,959 shares
    Change vs previous 13F +64,851 shares

    <0.01% of the 13F portfolio, value $3,491,533.

    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 158,108 shares
    Change vs previous 13F -21,516 shares

    <0.01% of the 13F portfolio, value $2,498,105.

    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 179,624 shares
    Change vs previous 13F +18,202 shares

    <0.01% of the 13F portfolio, value $2,913,503.

    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 161,422 shares
    Change vs previous 13F +31,754 shares

    <0.01% of the 13F portfolio, value $2,553,703.

    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 129,668 shares
    Change vs previous 13F +9,980 shares

    <0.01% of the 13F portfolio, value $2,077,282.

    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 119,688 shares
    Change vs previous 13F +8,213 shares

    <0.01% of the 13F portfolio, value $1,792,925.

    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 111,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,851,596.

    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).