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LPL Financial LLC: QARP position timeline

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

LPL Financial LLC held 24,612 QARP 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 24,612 shares
    Change vs previous 13F +2,806 shares

    <0.01% of the 13F portfolio, value $1,595,351.

    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 21,806 shares
    Change vs previous 13F +1,797 shares

    <0.01% of the 13F portfolio, value $1,286,285.

    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 20,009 shares
    Change vs previous 13F +583 shares

    <0.01% of the 13F portfolio, value $1,181,719.

    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 19,426 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $1,108,650.

    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 20,162 shares
    Change vs previous 13F +3,610 shares

    <0.01% of the 13F portfolio, value $1,083,717.

    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 16,552 shares
    Change vs previous 13F -3,221 shares

    <0.01% of the 13F portfolio, value $856,400.

    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 19,773 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $1,037,094.

    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 19,653 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,027,459.

    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).