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Disclosery

LPL Financial LLC: OBDC position timeline

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

LPL Financial LLC held 2,399,154 OBDC 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 2,399,154 shares
    Change vs previous 13F -125,720 shares

    0.01% of the 13F portfolio, value $26,078,807.

    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 2,524,874 shares
    Change vs previous 13F -33,261 shares

    0.01% of the 13F portfolio, value $27,925,106.

    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 2,558,135 shares
    Change vs previous 13F +170,730 shares

    0.01% of the 13F portfolio, value $31,797,611.

    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 2,387,405 shares
    Change vs previous 13F +13,403 shares

    0.01% of the 13F portfolio, value $30,487,159.

    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 2,374,002 shares
    Change vs previous 13F +298,156 shares

    0.01% of the 13F portfolio, value $34,043,186.

    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 2,075,846 shares
    Change vs previous 13F +122,163 shares

    0.01% of the 13F portfolio, value $30,431,905.

    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 1,953,683 shares
    Change vs previous 13F +29,389 shares

    0.01% of the 13F portfolio, value $29,539,688.

    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 1,924,294 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,036,962.

    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).