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Disclosery

LPL Financial LLC: QVMM position timeline

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

LPL Financial LLC held 8,799 QVMM 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 8,799 shares
    Change vs previous 13F +302 shares

    <0.01% of the 13F portfolio, value $317,068.

    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 8,497 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $269,303.

    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 8,497 shares
    Change vs previous 13F -72,555 shares

    <0.01% of the 13F portfolio, value $261,533.

    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 81,052 shares
    Change vs previous 13F +3,355 shares

    <0.01% of the 13F portfolio, value $2,456,944.

    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 77,697 shares
    Change vs previous 13F -12,773 shares

    <0.01% of the 13F portfolio, value $2,233,166.

    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 90,470 shares
    Change vs previous 13F -18,141 shares

    <0.01% of the 13F portfolio, value $2,446,569.

    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 108,611 shares
    Change vs previous 13F +3,834 shares

    <0.01% of the 13F portfolio, value $3,114,994.

    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 104,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,028,221.

    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).