Skip to content
Disclosery

LPL Financial LLC: QDF position timeline

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

LPL Financial LLC held 327,350 QDF 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 327,350 shares
    Change vs previous 13F +7,222 shares

    0.01% of the 13F portfolio, value $29,435,337.

    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 320,128 shares
    Change vs previous 13F -38,384 shares

    0.01% of the 13F portfolio, value $25,318,930.

    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 358,512 shares
    Change vs previous 13F -6,923 shares

    0.01% of the 13F portfolio, value $28,971,323.

    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 365,435 shares
    Change vs previous 13F +881 shares

    0.01% of the 13F portfolio, value $29,015,539.

    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 364,554 shares
    Change vs previous 13F -720 shares

    0.01% of the 13F portfolio, value $26,678,091.

    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 365,274 shares
    Change vs previous 13F +42,427 shares

    0.01% of the 13F portfolio, value $24,970,121.

    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 322,847 shares
    Change vs previous 13F +8,184 shares

    0.01% of the 13F portfolio, value $22,776,841.

    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 314,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $22,564,497.

    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).