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LPL Financial LLC: QUAL position timeline

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

LPL Financial LLC held 13,335,529 QUAL 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 13,335,529 shares
    Change vs previous 13F -2,820,843 shares

    0.66% of the 13F portfolio, value $2,926,215,217.

    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 16,156,372 shares
    Change vs previous 13F -19,728 shares

    0.82% of the 13F portfolio, value $3,098,953,600.

    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 16,176,100 shares
    Change vs previous 13F -2,346,797 shares

    0.88% of the 13F portfolio, value $3,212,896,710.

    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 18,522,897 shares
    Change vs previous 13F -942,208 shares

    1.05% of the 13F portfolio, value $3,602,703,386.

    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 19,465,105 shares
    Change vs previous 13F +1,278,462 shares

    1.19% of the 13F portfolio, value $3,558,610,455.

    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 18,186,643 shares
    Change vs previous 13F +1,318,823 shares

    1.21% of the 13F portfolio, value $3,107,915,344.

    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 16,867,820 shares
    Change vs previous 13F +2,141,996 shares

    1.22% of the 13F portfolio, value $3,003,821,342.

    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 14,725,824 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,640,340,144.

    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).