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LPL Financial LLC: ORI position timeline

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

LPL Financial LLC held 426,745 ORI 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 426,745 shares
    Change vs previous 13F -48,053 shares

    <0.01% of the 13F portfolio, value $17,462,399.

    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 474,798 shares
    Change vs previous 13F -26,933 shares

    0.01% of the 13F portfolio, value $18,944,473.

    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 501,731 shares
    Change vs previous 13F +131,604 shares

    0.01% of the 13F portfolio, value $22,899,012.

    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 370,127 shares
    Change vs previous 13F +23,576 shares

    <0.01% of the 13F portfolio, value $15,719,301.

    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 346,551 shares
    Change vs previous 13F +55,353 shares

    <0.01% of the 13F portfolio, value $13,321,430.

    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 291,198 shares
    Change vs previous 13F +5,428 shares

    <0.01% of the 13F portfolio, value $11,420,816.

    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 285,770 shares
    Change vs previous 13F +24,573 shares

    <0.01% of the 13F portfolio, value $10,342,021.

    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 261,197 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,251,606.

    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).