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Disclosery

LPL Financial LLC: NCNO position timeline

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

LPL Financial LLC held 35,231 NCNO 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 35,231 shares
    Change vs previous 13F -1,003 shares

    <0.01% of the 13F portfolio, value $576,027.

    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 36,234 shares
    Change vs previous 13F -1,020 shares

    <0.01% of the 13F portfolio, value $542,785.

    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 37,254 shares
    Change vs previous 13F +1,395 shares

    <0.01% of the 13F portfolio, value $955,193.

    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 35,859 shares
    Change vs previous 13F -8,183 shares

    <0.01% of the 13F portfolio, value $972,137.

    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 44,042 shares
    Change vs previous 13F +595 shares

    <0.01% of the 13F portfolio, value $1,231,853.

    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 43,447 shares
    Change vs previous 13F -1,298 shares

    <0.01% of the 13F portfolio, value $1,193,489.

    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 44,745 shares
    Change vs previous 13F -1,282 shares

    <0.01% of the 13F portfolio, value $1,502,537.

    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 46,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,453,993.

    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).