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Disclosery

LPL Financial LLC: OCIO position timeline

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

LPL Financial LLC held 60,436 OCIO 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 60,436 shares
    Change vs previous 13F +6,014 shares

    <0.01% of the 13F portfolio, value $2,284,933.

    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 54,422 shares
    Change vs previous 13F +6,740 shares

    <0.01% of the 13F portfolio, value $1,854,657.

    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 47,682 shares
    Change vs previous 13F -1,313 shares

    <0.01% of the 13F portfolio, value $1,653,930.

    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 48,995 shares
    Change vs previous 13F +15,816 shares

    <0.01% of the 13F portfolio, value $1,814,353.

    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 33,179 shares
    Change vs previous 13F +20,913 shares

    <0.01% of the 13F portfolio, value $1,169,028.

    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 12,266 shares
    Change vs previous 13F +6,113 shares

    <0.01% of the 13F portfolio, value $407,160.

    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 6,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,891.

    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).