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LPL Financial LLC: NI position timeline

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

LPL Financial LLC held 350,946 NI 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 350,946 shares
    Change vs previous 13F +13,462 shares

    <0.01% of the 13F portfolio, value $16,687,456.

    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 337,484 shares
    Change vs previous 13F +51,549 shares

    <0.01% of the 13F portfolio, value $15,746,984.

    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 285,935 shares
    Change vs previous 13F +41,689 shares

    <0.01% of the 13F portfolio, value $11,940,606.

    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 244,246 shares
    Change vs previous 13F +19,740 shares

    <0.01% of the 13F portfolio, value $10,575,846.

    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 224,506 shares
    Change vs previous 13F -9,728 shares

    <0.01% of the 13F portfolio, value $9,056,533.

    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 234,234 shares
    Change vs previous 13F +53,972 shares

    <0.01% of the 13F portfolio, value $9,390,415.

    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 180,262 shares
    Change vs previous 13F +36,736 shares

    <0.01% of the 13F portfolio, value $6,626,400.

    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 143,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,973,146.

    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).