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Disclosery

LPL Financial LLC: OCCI position timeline

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

LPL Financial LLC held 50,978 OCCI 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 50,978 shares
    Change vs previous 13F +5,202 shares

    <0.01% of the 13F portfolio, value $130,504.

    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 45,776 shares
    Change vs previous 13F -15,464 shares

    <0.01% of the 13F portfolio, value $132,293.

    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 61,240 shares
    Change vs previous 13F -24,569 shares

    <0.01% of the 13F portfolio, value $296,403.

    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 85,809 shares
    Change vs previous 13F -2,817 shares

    <0.01% of the 13F portfolio, value $464,228.

    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 88,626 shares
    Change vs previous 13F +1,473 shares

    <0.01% of the 13F portfolio, value $552,137.

    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 87,153 shares
    Change vs previous 13F -19,268 shares

    <0.01% of the 13F portfolio, value $533,374.

    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 106,421 shares
    Change vs previous 13F +1,445 shares

    <0.01% of the 13F portfolio, value $756,657.

    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 104,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $777,870.

    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).