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LPL Financial LLC: QQQH position timeline

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

LPL Financial LLC held 259,821 QQQH 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 259,821 shares
    Change vs previous 13F +27,887 shares

    <0.01% of the 13F portfolio, value $14,508,423.

    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 231,934 shares
    Change vs previous 13F +16,137 shares

    <0.01% of the 13F portfolio, value $11,886,583.

    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 215,797 shares
    Change vs previous 13F +20,045 shares

    <0.01% of the 13F portfolio, value $11,718,453.

    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 195,752 shares
    Change vs previous 13F +76,073 shares

    <0.01% of the 13F portfolio, value $10,648,480.

    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 119,679 shares
    Change vs previous 13F +46,025 shares

    <0.01% of the 13F portfolio, value $6,268,806.

    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 73,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,595,777.

    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).