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Disclosery

LPL Financial LLC: OLLI position timeline

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

LPL Financial LLC held 51,894 OLLI 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 51,894 shares
    Change vs previous 13F -23,559 shares

    <0.01% of the 13F portfolio, value $3,989,560.

    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 75,453 shares
    Change vs previous 13F -10,213 shares

    <0.01% of the 13F portfolio, value $6,944,702.

    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 85,666 shares
    Change vs previous 13F -664 shares

    <0.01% of the 13F portfolio, value $9,389,814.

    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 86,330 shares
    Change vs previous 13F -5,904 shares

    <0.01% of the 13F portfolio, value $11,084,729.

    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 92,234 shares
    Change vs previous 13F -2,685 shares

    <0.01% of the 13F portfolio, value $12,154,641.

    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 94,919 shares
    Change vs previous 13F -12,061 shares

    <0.01% of the 13F portfolio, value $10,751,010.

    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 106,980 shares
    Change vs previous 13F +4,772 shares

    <0.01% of the 13F portfolio, value $11,643,029.

    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 102,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,934,586.

    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).