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Disclosery

LPL Financial LLC: OEFA position timeline

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

LPL Financial LLC held 47,189 OEFA 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 47,189 shares
    Change vs previous 13F -3,304 shares

    <0.01% of the 13F portfolio, value $1,627,771.

    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 50,493 shares
    Change vs previous 13F -8,265 shares

    <0.01% of the 13F portfolio, value $1,587,820.

    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 58,758 shares
    Change vs previous 13F -4,345 shares

    <0.01% of the 13F portfolio, value $1,961,627.

    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 63,103 shares
    Change vs previous 13F -488 shares

    <0.01% of the 13F portfolio, value $2,085,700.

    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 63,591 shares
    Change vs previous 13F -1,210 shares

    <0.01% of the 13F portfolio, value $2,076,527.

    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 64,801 shares
    Change vs previous 13F -3,373 shares

    <0.01% of the 13F portfolio, value $1,951,807.

    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 68,174 shares
    Change vs previous 13F -8,859 shares

    <0.01% of the 13F portfolio, value $1,877,075.

    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 77,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,456,219.

    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).