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Disclosery

LPL Financial LLC: NEO position timeline

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

LPL Financial LLC held 15,182 NEO 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 15,182 shares
    Change vs previous 13F -10,275 shares

    <0.01% of the 13F portfolio, value $221,498.

    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 25,457 shares
    Change vs previous 13F +8,031 shares

    <0.01% of the 13F portfolio, value $188,887.

    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 17,426 shares
    Change vs previous 13F +495 shares

    <0.01% of the 13F portfolio, value $204,924.

    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 16,931 shares
    Change vs previous 13F +1,606 shares

    <0.01% of the 13F portfolio, value $130,703.

    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 15,325 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $112,022.

    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 15,208 shares
    Change vs previous 13F -4,523 shares

    <0.01% of the 13F portfolio, value $144,319.

    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 19,731 shares
    Change vs previous 13F -1,611 shares

    <0.01% of the 13F portfolio, value $325,159.

    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 21,342 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,787.

    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).