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Disclosery

LPL Financial LLC: OEF position timeline

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

LPL Financial LLC held 1,010,763 OEF 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 1,010,763 shares
    Change vs previous 13F -202,807 shares

    0.08% of the 13F portfolio, value $369,807,658.

    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 1,213,570 shares
    Change vs previous 13F -3,316,699 shares

    0.1% of the 13F portfolio, value $386,000,289.

    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 4,530,269 shares
    Change vs previous 13F +290,930 shares

    0.42% of the 13F portfolio, value $1,553,746,464.

    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 4,239,339 shares
    Change vs previous 13F +1,560,331 shares

    0.41% of the 13F portfolio, value $1,411,021,600.

    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 2,679,008 shares
    Change vs previous 13F +880,096 shares

    0.27% of the 13F portfolio, value $815,356,154.

    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 1,798,912 shares
    Change vs previous 13F +1,003,899 shares

    0.19% of the 13F portfolio, value $487,199,234.

    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 795,013 shares
    Change vs previous 13F +110,149 shares

    0.09% of the 13F portfolio, value $229,639,431.

    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 684,864 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $189,543,084.

    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).