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LPL Financial LLC: NMFC position timeline

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

LPL Financial LLC held 110,508 NMFC 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 110,508 shares
    Change vs previous 13F -13,566 shares

    <0.01% of the 13F portfolio, value $792,345.

    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 124,074 shares
    Change vs previous 13F -109,736 shares

    <0.01% of the 13F portfolio, value $962,814.

    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 233,810 shares
    Change vs previous 13F -32,560 shares

    <0.01% of the 13F portfolio, value $2,153,391.

    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 266,370 shares
    Change vs previous 13F +75,032 shares

    <0.01% of the 13F portfolio, value $2,567,808.

    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 191,338 shares
    Change vs previous 13F +7,304 shares

    <0.01% of the 13F portfolio, value $2,018,618.

    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 184,034 shares
    Change vs previous 13F +9,260 shares

    <0.01% of the 13F portfolio, value $2,029,898.

    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 174,774 shares
    Change vs previous 13F -16,844 shares

    <0.01% of the 13F portfolio, value $1,967,953.

    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 191,618 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,295,584.

    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).