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LPL Financial LLC: QFLR position timeline

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

LPL Financial LLC held 1,618,281 QFLR 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 1,618,281 shares
    Change vs previous 13F +81,466 shares

    0.01% of the 13F portfolio, value $59,034,897.

    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 1,536,815 shares
    Change vs previous 13F +258,677 shares

    0.01% of the 13F portfolio, value $51,175,925.

    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 1,278,138 shares
    Change vs previous 13F +366,595 shares

    0.01% of the 13F portfolio, value $43,814,558.

    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 911,543 shares
    Change vs previous 13F +121,084 shares

    0.01% of the 13F portfolio, value $30,217,644.

    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 790,459 shares
    Change vs previous 13F +207,557 shares

    0.01% of the 13F portfolio, value $23,587,305.

    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 582,902 shares
    Change vs previous 13F -147,254 shares

    0.01% of the 13F portfolio, value $15,744,183.

    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 730,156 shares
    Change vs previous 13F +656,404 shares

    0.01% of the 13F portfolio, value $21,350,339.

    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 73,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,032,907.

    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).