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LPL Financial LLC: NRO position timeline

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

LPL Financial LLC held 314,016 NRO 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 314,016 shares
    Change vs previous 13F -54,005 shares

    <0.01% of the 13F portfolio, value $951,467.

    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 368,021 shares
    Change vs previous 13F +31,842 shares

    <0.01% of the 13F portfolio, value $1,045,180.

    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 336,179 shares
    Change vs previous 13F +4,144 shares

    <0.01% of the 13F portfolio, value $1,021,983.

    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 332,035 shares
    Change vs previous 13F +76,621 shares

    <0.01% of the 13F portfolio, value $1,072,474.

    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 255,414 shares
    Change vs previous 13F +1,106 shares

    <0.01% of the 13F portfolio, value $822,432.

    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 254,308 shares
    Change vs previous 13F +25,468 shares

    <0.01% of the 13F portfolio, value $839,217.

    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 228,840 shares
    Change vs previous 13F -2,362 shares

    <0.01% of the 13F portfolio, value $812,381.

    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 231,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $950,241.

    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).