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LPL Financial LLC: OALC position timeline

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

LPL Financial LLC held 86,195 OALC 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 86,195 shares
    Change vs previous 13F +11,109 shares

    <0.01% of the 13F portfolio, value $3,536,897.

    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 75,086 shares
    Change vs previous 13F +16,569 shares

    <0.01% of the 13F portfolio, value $2,573,307.

    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 58,517 shares
    Change vs previous 13F +27,740 shares

    <0.01% of the 13F portfolio, value $2,074,428.

    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 30,777 shares
    Change vs previous 13F +1,766 shares

    <0.01% of the 13F portfolio, value $1,071,289.

    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 29,011 shares
    Change vs previous 13F +5,763 shares

    <0.01% of the 13F portfolio, value $941,407.

    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 23,248 shares
    Change vs previous 13F +4,503 shares

    <0.01% of the 13F portfolio, value $664,311.

    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 18,745 shares
    Change vs previous 13F +2,107 shares

    <0.01% of the 13F portfolio, value $555,414.

    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 16,638 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $486,527.

    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).