Skip to content

LPL Financial LLC: OPP position timeline

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

LPL Financial LLC held 128,349 OPP 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 128,349 shares
    Change vs previous 13F +1,777 shares

    <0.01% of the 13F portfolio, value $990,853.

    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 126,572 shares
    Change vs previous 13F -26,847 shares

    <0.01% of the 13F portfolio, value $970,808.

    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 153,419 shares
    Change vs previous 13F -2,783 shares

    <0.01% of the 13F portfolio, value $1,219,677.

    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 156,202 shares
    Change vs previous 13F +5,543 shares

    <0.01% of the 13F portfolio, value $1,332,399.

    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 150,659 shares
    Change vs previous 13F +4,382 shares

    <0.01% of the 13F portfolio, value $1,288,130.

    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 146,277 shares
    Change vs previous 13F -446 shares

    <0.01% of the 13F portfolio, value $1,255,061.

    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 146,723 shares
    Change vs previous 13F -13,293 shares

    <0.01% of the 13F portfolio, value $1,223,667.

    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 160,016 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,452,143.

    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).