Skip to content
Disclosery

LPL Financial LLC: OUT position timeline

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

LPL Financial LLC held 18,914 OUT 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 18,914 shares
    Change vs previous 13F +621 shares

    <0.01% of the 13F portfolio, value $619,635.

    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 18,293 shares
    Change vs previous 13F +1,468 shares

    <0.01% of the 13F portfolio, value $484,774.

    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 16,825 shares
    Change vs previous 13F -1,169 shares

    <0.01% of the 13F portfolio, value $405,475.

    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 17,994 shares
    Change vs previous 13F +5,940 shares

    <0.01% of the 13F portfolio, value $329,649.

    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 12,054 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $196,716.

    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).