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Disclosery

LPL Financial LLC: PLUS position timeline

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

LPL Financial LLC held 21,055 PLUS 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 21,055 shares
    Change vs previous 13F -5,546 shares

    <0.01% of the 13F portfolio, value $1,752,425.

    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 26,601 shares
    Change vs previous 13F -3,235 shares

    <0.01% of the 13F portfolio, value $2,001,708.

    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 29,836 shares
    Change vs previous 13F +586 shares

    <0.01% of the 13F portfolio, value $2,616,608.

    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 29,250 shares
    Change vs previous 13F +2,774 shares

    <0.01% of the 13F portfolio, value $2,077,023.

    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 26,476 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $1,908,920.

    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 26,050 shares
    Change vs previous 13F -6,634 shares

    <0.01% of the 13F portfolio, value $1,491,712.

    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 32,684 shares
    Change vs previous 13F +5,443 shares

    <0.01% of the 13F portfolio, value $2,584,131.

    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 27,241 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,678,880.

    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).