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Disclosery

LPL Financial LLC: ORC position timeline

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

LPL Financial LLC held 59,034 ORC 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 59,034 shares
    Change vs previous 13F +12,920 shares

    <0.01% of the 13F portfolio, value $411,468.

    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 46,114 shares
    Change vs previous 13F -1,444 shares

    <0.01% of the 13F portfolio, value $324,178.

    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 47,558 shares
    Change vs previous 13F +8,890 shares

    <0.01% of the 13F portfolio, value $342,417.

    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 38,668 shares
    Change vs previous 13F +301 shares

    <0.01% of the 13F portfolio, value $271,066.

    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 38,367 shares
    Change vs previous 13F +11,381 shares

    <0.01% of the 13F portfolio, value $268,953.

    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 26,986 shares
    Change vs previous 13F +3,172 shares

    <0.01% of the 13F portfolio, value $202,937.

    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 23,814 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $185,272.

    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 23,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $191,613.

    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).