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Disclosery

LPL Financial LLC: OWNS position timeline

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

LPL Financial LLC held 184,699 OWNS 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 184,699 shares
    Change vs previous 13F +47,770 shares

    <0.01% of the 13F portfolio, value $3,190,677.

    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 136,929 shares
    Change vs previous 13F -911,023 shares

    <0.01% of the 13F portfolio, value $2,374,354.

    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 1,047,952 shares
    Change vs previous 13F +64,670 shares

    0.01% of the 13F portfolio, value $18,297,249.

    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 983,282 shares
    Change vs previous 13F +37,332 shares

    <0.01% of the 13F portfolio, value $17,099,266.

    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 945,950 shares
    Change vs previous 13F +24,833 shares

    0.01% of the 13F portfolio, value $16,203,540.

    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 921,117 shares
    Change vs previous 13F +72,364 shares

    0.01% of the 13F portfolio, value $15,795,398.

    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 848,753 shares
    Change vs previous 13F +61,328 shares

    0.01% of the 13F portfolio, value $14,335,441.

    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 787,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,838,991.

    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).