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LPL Financial LLC: NFTY position timeline

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

LPL Financial LLC held 111,130 NFTY 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 111,130 shares
    Change vs previous 13F -4,550 shares

    <0.01% of the 13F portfolio, value $5,978,257.

    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 115,680 shares
    Change vs previous 13F -21,909 shares

    <0.01% of the 13F portfolio, value $5,957,101.

    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 137,589 shares
    Change vs previous 13F -37,339 shares

    <0.01% of the 13F portfolio, value $8,024,362.

    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 174,928 shares
    Change vs previous 13F -49,967 shares

    <0.01% of the 13F portfolio, value $9,957,026.

    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 224,895 shares
    Change vs previous 13F +9,466 shares

    <0.01% of the 13F portfolio, value $13,486,973.

    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 215,429 shares
    Change vs previous 13F -6,630 shares

    <0.01% of the 13F portfolio, value $12,012,322.

    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 222,059 shares
    Change vs previous 13F +6,171 shares

    0.01% of the 13F portfolio, value $12,433,073.

    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 215,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,998,198.

    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).