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Disclosery

LPL Financial LLC: O position timeline

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

LPL Financial LLC held 2,494,326 O 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 2,494,326 shares
    Change vs previous 13F +41,332 shares

    0.03% of the 13F portfolio, value $154,548,431.

    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 2,452,994 shares
    Change vs previous 13F -181,534 shares

    0.04% of the 13F portfolio, value $150,074,106.

    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 2,634,528 shares
    Change vs previous 13F +57,575 shares

    0.04% of the 13F portfolio, value $148,508,335.

    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 2,576,953 shares
    Change vs previous 13F +106,214 shares

    0.05% of the 13F portfolio, value $156,652,958.

    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 2,470,739 shares
    Change vs previous 13F +297,200 shares

    0.05% of the 13F portfolio, value $142,339,236.

    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 2,173,539 shares
    Change vs previous 13F +83,204 shares

    0.05% of the 13F portfolio, value $126,086,976.

    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 2,090,335 shares
    Change vs previous 13F +59,516 shares

    0.05% of the 13F portfolio, value $111,644,787.

    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 2,030,819 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $128,794,543.

    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).