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Disclosery

LPL Financial LLC: RC position timeline

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

LPL Financial LLC held 80,725 RC 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 80,725 shares
    Change vs previous 13F +15,181 shares

    <0.01% of the 13F portfolio, value $141,269.

    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 65,544 shares
    Change vs previous 13F +328 shares

    <0.01% of the 13F portfolio, value $106,182.

    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 65,216 shares
    Change vs previous 13F -22,895 shares

    <0.01% of the 13F portfolio, value $142,170.

    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 88,111 shares
    Change vs previous 13F -23,813 shares

    <0.01% of the 13F portfolio, value $340,989.

    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 111,924 shares
    Change vs previous 13F -511 shares

    <0.01% of the 13F portfolio, value $489,109.

    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 112,435 shares
    Change vs previous 13F +80,121 shares

    <0.01% of the 13F portfolio, value $572,293.

    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 32,314 shares
    Change vs previous 13F -7,379 shares

    <0.01% of the 13F portfolio, value $220,379.

    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 39,693 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,857.

    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).