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Disclosery

LPL Financial LLC: OAIM position timeline

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

LPL Financial LLC held 687,156 OAIM 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 687,156 shares
    Change vs previous 13F +54,914 shares

    0.01% of the 13F portfolio, value $32,866,680.

    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 632,242 shares
    Change vs previous 13F +608,842 shares

    0.01% of the 13F portfolio, value $27,222,441.

    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 23,400 shares
    Change vs previous 13F -15,135 shares

    <0.01% of the 13F portfolio, value $968,526.

    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 38,535 shares
    Change vs previous 13F +570 shares

    <0.01% of the 13F portfolio, value $1,549,878.

    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 37,965 shares
    Change vs previous 13F +10,971 shares

    <0.01% of the 13F portfolio, value $1,449,883.

    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 26,994 shares
    Change vs previous 13F +20,536 shares

    <0.01% of the 13F portfolio, value $902,107.

    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 6,458 shares
    Change vs previous 13F +565 shares

    <0.01% of the 13F portfolio, value $207,447.

    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 5,893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,792.

    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).