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Disclosery

LPL Financial LLC: QDIV position timeline

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

LPL Financial LLC held 57,517 QDIV 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 57,517 shares
    Change vs previous 13F -619 shares

    <0.01% of the 13F portfolio, value $2,141,820.

    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 58,136 shares
    Change vs previous 13F -8,341 shares

    <0.01% of the 13F portfolio, value $2,138,016.

    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 66,477 shares
    Change vs previous 13F -1,043 shares

    <0.01% of the 13F portfolio, value $2,304,270.

    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 67,520 shares
    Change vs previous 13F +1,834 shares

    <0.01% of the 13F portfolio, value $2,375,843.

    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 65,686 shares
    Change vs previous 13F +3,832 shares

    <0.01% of the 13F portfolio, value $2,225,527.

    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 61,854 shares
    Change vs previous 13F +11,095 shares

    <0.01% of the 13F portfolio, value $2,172,847.

    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 50,759 shares
    Change vs previous 13F -734 shares

    <0.01% of the 13F portfolio, value $1,760,201.

    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 51,493 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,873,311.

    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).