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Disclosery

LPL Financial LLC: OBT position timeline

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

LPL Financial LLC held 21,260 OBT 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 21,260 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $781,943.

    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 21,219 shares
    Change vs previous 13F -1,066 shares

    <0.01% of the 13F portfolio, value $678,584.

    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 22,285 shares
    Change vs previous 13F +875 shares

    <0.01% of the 13F portfolio, value $636,237.

    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 21,410 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $539,746.

    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 21,560 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $557,110.

    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 21,560 shares
    Change vs previous 13F +9,955 shares

    <0.01% of the 13F portfolio, value $504,288.

    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 11,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $644,890.

    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).