LPL Financial LLC: NREF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on NREF, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 50,332 NREF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 50,332 sharesChange vs previous 13F +4,818 shares
<0.01% of the 13F portfolio, value $780,150.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,514 sharesChange vs previous 13F +976 shares
<0.01% of the 13F portfolio, value $613,076.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,538 sharesChange vs previous 13F +7,961 shares
<0.01% of the 13F portfolio, value $627,096.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,577 sharesChange vs previous 13F +8,485 shares
<0.01% of the 13F portfolio, value $518,662.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,092 sharesChange vs previous 13F -1,119 shares
<0.01% of the 13F portfolio, value $387,391.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,211 sharesChange vs previous 13F -1,882 shares
<0.01% of the 13F portfolio, value $446,643.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,093 sharesChange vs previous 13F +2,045 shares
<0.01% of the 13F portfolio, value $487,848.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,048 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $454,027.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).