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Disclosery

LPL Financial LLC: QEFA position timeline

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

LPL Financial LLC held 1,302,470 QEFA 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 1,302,470 shares
    Change vs previous 13F +10,228 shares

    0.03% of the 13F portfolio, value $125,056,632.

    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 1,292,242 shares
    Change vs previous 13F +27,604 shares

    0.03% of the 13F portfolio, value $120,527,372.

    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 1,264,638 shares
    Change vs previous 13F +90,149 shares

    0.03% of the 13F portfolio, value $114,664,707.

    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 1,174,489 shares
    Change vs previous 13F +133,600 shares

    0.03% of the 13F portfolio, value $103,249,349.

    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 1,040,889 shares
    Change vs previous 13F +225,053 shares

    0.03% of the 13F portfolio, value $88,829,453.

    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 815,836 shares
    Change vs previous 13F +25,701 shares

    0.03% of the 13F portfolio, value $64,415,124.

    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 790,135 shares
    Change vs previous 13F -5,688 shares

    0.02% of the 13F portfolio, value $57,292,689.

    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 795,823 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $64,048,901.

    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).