Skip to content
Disclosery

LPL Financial LLC: NPO position timeline

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

LPL Financial LLC held 7,610 NPO 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 7,610 shares
    Change vs previous 13F -7,014 shares

    <0.01% of the 13F portfolio, value $2,868,426.

    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 14,624 shares
    Change vs previous 13F -4,807 shares

    <0.01% of the 13F portfolio, value $3,665,444.

    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 19,431 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $4,160,714.

    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 20,074 shares
    Change vs previous 13F -2,250 shares

    <0.01% of the 13F portfolio, value $4,536,780.

    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 22,324 shares
    Change vs previous 13F +558 shares

    <0.01% of the 13F portfolio, value $4,276,199.

    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 21,766 shares
    Change vs previous 13F +2,375 shares

    <0.01% of the 13F portfolio, value $3,239,678.

    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 19,391 shares
    Change vs previous 13F +3,139 shares

    <0.01% of the 13F portfolio, value $3,356,748.

    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 16,252 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,635,673.

    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).