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LPL Financial LLC: NBCM position timeline

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

LPL Financial LLC held 314,465 NBCM 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 314,465 shares
    Change vs previous 13F +135,427 shares

    <0.01% of the 13F portfolio, value $8,342,748.

    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 179,038 shares
    Change vs previous 13F +34,752 shares

    <0.01% of the 13F portfolio, value $5,018,308.

    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 144,286 shares
    Change vs previous 13F +17,146 shares

    <0.01% of the 13F portfolio, value $3,264,455.

    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 127,140 shares
    Change vs previous 13F +25,809 shares

    <0.01% of the 13F portfolio, value $2,991,006.

    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 101,331 shares
    Change vs previous 13F +64,689 shares

    <0.01% of the 13F portfolio, value $2,254,615.

    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 36,642 shares
    Change vs previous 13F +19,759 shares

    <0.01% of the 13F portfolio, value $829,820.

    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 16,883 shares
    Change vs previous 13F -6,702 shares

    <0.01% of the 13F portfolio, value $353,192.

    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 23,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,622.

    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).