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Disclosery

LPL Financial LLC: PR position timeline

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

LPL Financial LLC held 266,404 PR 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 266,404 shares
    Change vs previous 13F +12,898 shares

    <0.01% of the 13F portfolio, value $4,904,493.

    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 253,506 shares
    Change vs previous 13F -56,821 shares

    <0.01% of the 13F portfolio, value $5,404,751.

    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 310,327 shares
    Change vs previous 13F -59,872 shares

    <0.01% of the 13F portfolio, value $4,353,882.

    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 370,199 shares
    Change vs previous 13F -165,933 shares

    <0.01% of the 13F portfolio, value $4,738,544.

    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 536,132 shares
    Change vs previous 13F +135,946 shares

    <0.01% of the 13F portfolio, value $7,302,115.

    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 400,186 shares
    Change vs previous 13F +176,424 shares

    <0.01% of the 13F portfolio, value $5,542,579.

    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 223,762 shares
    Change vs previous 13F +47,087 shares

    <0.01% of the 13F portfolio, value $3,217,695.

    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 176,675 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,404,545.

    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).