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Disclosery

LPL Financial LLC: RA position timeline

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

LPL Financial LLC held 395,192 RA 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 395,192 shares
    Change vs previous 13F +96,570 shares

    <0.01% of the 13F portfolio, value $5,090,074.

    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 298,622 shares
    Change vs previous 13F +32,019 shares

    <0.01% of the 13F portfolio, value $3,840,279.

    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 266,603 shares
    Change vs previous 13F +8,573 shares

    <0.01% of the 13F portfolio, value $3,455,177.

    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 258,030 shares
    Change vs previous 13F +24,145 shares

    <0.01% of the 13F portfolio, value $3,447,285.

    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 233,885 shares
    Change vs previous 13F +137,958 shares

    <0.01% of the 13F portfolio, value $3,127,045.

    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 95,927 shares
    Change vs previous 13F +15,261 shares

    <0.01% of the 13F portfolio, value $1,262,402.

    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 80,666 shares
    Change vs previous 13F +5,886 shares

    <0.01% of the 13F portfolio, value $1,074,469.

    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 74,780 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,024,491.

    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).