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Disclosery

LPL Financial LLC: QS position timeline

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

LPL Financial LLC held 1,103,910 QS 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 1,103,910 shares
    Change vs previous 13F +238,731 shares

    <0.01% of the 13F portfolio, value $8,345,562.

    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 865,179 shares
    Change vs previous 13F +14,427 shares

    <0.01% of the 13F portfolio, value $5,519,844.

    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 850,752 shares
    Change vs previous 13F +70,800 shares

    <0.01% of the 13F portfolio, value $8,864,840.

    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 779,952 shares
    Change vs previous 13F +143,489 shares

    <0.01% of the 13F portfolio, value $9,609,013.

    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 636,463 shares
    Change vs previous 13F +159,831 shares

    <0.01% of the 13F portfolio, value $4,277,034.

    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 476,632 shares
    Change vs previous 13F -58,965 shares

    <0.01% of the 13F portfolio, value $1,982,789.

    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 535,597 shares
    Change vs previous 13F -127,361 shares

    <0.01% of the 13F portfolio, value $2,779,748.

    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 662,958 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,812,008.

    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).