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Disclosery

LPL Financial LLC: QDEF position timeline

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

LPL Financial LLC held 188,275 QDEF 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 188,275 shares
    Change vs previous 13F +7,432 shares

    <0.01% of the 13F portfolio, value $16,384,000.

    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 180,843 shares
    Change vs previous 13F +5,238 shares

    <0.01% of the 13F portfolio, value $14,434,897.

    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 175,605 shares
    Change vs previous 13F +7,349 shares

    <0.01% of the 13F portfolio, value $14,217,004.

    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 168,256 shares
    Change vs previous 13F +3,756 shares

    <0.01% of the 13F portfolio, value $13,457,846.

    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 164,500 shares
    Change vs previous 13F +13,063 shares

    <0.01% of the 13F portfolio, value $12,181,363.

    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 151,437 shares
    Change vs previous 13F -966 shares

    <0.01% of the 13F portfolio, value $10,583,920.

    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 152,403 shares
    Change vs previous 13F +1,579 shares

    <0.01% of the 13F portfolio, value $10,702,213.

    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 150,824 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,785,386.

    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).