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LPL Financial LLC: NSA position timeline

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

LPL Financial LLC held 468,286 NSA 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 468,286 shares
    Change vs previous 13F -2,805 shares

    <0.01% of the 13F portfolio, value $20,824,676.

    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 471,091 shares
    Change vs previous 13F +1,147 shares

    <0.01% of the 13F portfolio, value $17,778,986.

    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 469,944 shares
    Change vs previous 13F -12,254 shares

    <0.01% of the 13F portfolio, value $13,257,119.

    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 482,198 shares
    Change vs previous 13F -26,220 shares

    <0.01% of the 13F portfolio, value $14,572,035.

    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 508,418 shares
    Change vs previous 13F -27,107 shares

    0.01% of the 13F portfolio, value $16,264,299.

    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 535,525 shares
    Change vs previous 13F +1,713 shares

    0.01% of the 13F portfolio, value $21,099,676.

    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 533,812 shares
    Change vs previous 13F +19,693 shares

    0.01% of the 13F portfolio, value $20,236,829.

    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 514,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,780,533.

    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).