Skip to content
Disclosery

LPL Financial LLC: OC position timeline

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

LPL Financial LLC held 39,359 OC 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 39,359 shares
    Change vs previous 13F +3,366 shares

    <0.01% of the 13F portfolio, value $6,256,530.

    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 35,993 shares
    Change vs previous 13F +7,699 shares

    <0.01% of the 13F portfolio, value $3,895,114.

    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 28,294 shares
    Change vs previous 13F -19,537 shares

    <0.01% of the 13F portfolio, value $3,166,425.

    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 47,831 shares
    Change vs previous 13F +2,979 shares

    <0.01% of the 13F portfolio, value $6,766,131.

    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 44,852 shares
    Change vs previous 13F -3,097 shares

    <0.01% of the 13F portfolio, value $6,168,107.

    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 47,949 shares
    Change vs previous 13F -28,798 shares

    <0.01% of the 13F portfolio, value $6,848,075.

    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 76,747 shares
    Change vs previous 13F +23,427 shares

    0.01% of the 13F portfolio, value $13,071,504.

    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 53,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,411,964.

    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).