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LPL Financial LLC: QYLD position timeline

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

LPL Financial LLC held 11,988,959 QYLD 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 11,988,959 shares
    Change vs previous 13F -495,311 shares

    0.05% of the 13F portfolio, value $220,956,495.

    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 12,484,270 shares
    Change vs previous 13F +897,667 shares

    0.06% of the 13F portfolio, value $214,105,208.

    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 11,586,603 shares
    Change vs previous 13F +312,055 shares

    0.06% of the 13F portfolio, value $204,735,265.

    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 11,274,548 shares
    Change vs previous 13F -397,229 shares

    0.06% of the 13F portfolio, value $191,780,048.

    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 11,671,777 shares
    Change vs previous 13F -1,087,697 shares

    0.07% of the 13F portfolio, value $195,152,091.

    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 12,759,474 shares
    Change vs previous 13F +510,694 shares

    0.08% of the 13F portfolio, value $212,190,044.

    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 12,248,780 shares
    Change vs previous 13F +1,474,869 shares

    0.09% of the 13F portfolio, value $223,172,772.

    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 10,773,911 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $194,361,339.

    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).