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LPL Financial LLC: OPEN position timeline

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

LPL Financial LLC held 2,228,657 OPEN 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 2,228,657 shares
    Change vs previous 13F +152,339 shares

    <0.01% of the 13F portfolio, value $10,296,396.

    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 2,076,318 shares
    Change vs previous 13F +323,392 shares

    <0.01% of the 13F portfolio, value $9,717,167.

    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 1,752,926 shares
    Change vs previous 13F +342,183 shares

    <0.01% of the 13F portfolio, value $10,219,559.

    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 1,410,743 shares
    Change vs previous 13F +1,087,964 shares

    <0.01% of the 13F portfolio, value $11,243,622.

    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 322,779 shares
    Change vs previous 13F +104,517 shares

    <0.01% of the 13F portfolio, value $172,041.

    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 218,262 shares
    Change vs previous 13F +17,591 shares

    <0.01% of the 13F portfolio, value $222,627.

    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 200,671 shares
    Change vs previous 13F -8,320 shares

    <0.01% of the 13F portfolio, value $321,074.

    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 208,991 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $417,982.

    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).