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Disclosery

LPL Financial LLC: OPFI position timeline

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

LPL Financial LLC held 206,417 OPFI 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 206,417 shares
    Change vs previous 13F -4,951 shares

    <0.01% of the 13F portfolio, value $2,049,721.

    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 211,368 shares
    Change vs previous 13F +5,047 shares

    <0.01% of the 13F portfolio, value $1,629,645.

    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 206,321 shares
    Change vs previous 13F +6,856 shares

    <0.01% of the 13F portfolio, value $2,158,115.

    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 199,465 shares
    Change vs previous 13F +23,224 shares

    <0.01% of the 13F portfolio, value $2,259,942.

    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 176,241 shares
    Change vs previous 13F -15,707 shares

    <0.01% of the 13F portfolio, value $2,465,617.

    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 191,948 shares
    Change vs previous 13F +12,943 shares

    <0.01% of the 13F portfolio, value $1,785,116.

    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 179,005 shares
    Change vs previous 13F +455 shares

    <0.01% of the 13F portfolio, value $1,371,178.

    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 178,550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $844,542.

    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).