Skip to content

LPL Financial LLC: OMFS position timeline

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

LPL Financial LLC held 736,224 OMFS 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 736,224 shares
    Change vs previous 13F +12,310 shares

    0.01% of the 13F portfolio, value $39,270,206.

    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 723,914 shares
    Change vs previous 13F -63,796 shares

    0.01% of the 13F portfolio, value $32,767,951.

    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 787,710 shares
    Change vs previous 13F +286,014 shares

    0.01% of the 13F portfolio, value $35,029,441.

    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 501,696 shares
    Change vs previous 13F -60,291 shares

    0.01% of the 13F portfolio, value $22,067,327.

    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 561,987 shares
    Change vs previous 13F +32,114 shares

    0.01% of the 13F portfolio, value $22,530,072.

    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 529,873 shares
    Change vs previous 13F -9,182 shares

    0.01% of the 13F portfolio, value $20,129,866.

    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 539,055 shares
    Change vs previous 13F -376,292 shares

    0.01% of the 13F portfolio, value $21,326,902.

    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 915,347 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,201,977.

    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).