LPL Financial LLC: RECS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on RECS, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 21,699,028 RECS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 21,699,028 sharesChange vs previous 13F +1,632,049 shares
0.21% of the 13F portfolio, value $939,133,919.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,066,979 sharesChange vs previous 13F +2,692,608 shares
0.21% of the 13F portfolio, value $782,210,818.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,374,371 sharesChange vs previous 13F +3,650,956 shares
0.19% of the 13F portfolio, value $709,569,302.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,723,415 sharesChange vs previous 13F +2,902,431 shares
0.16% of the 13F portfolio, value $553,739,793.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,820,984 sharesChange vs previous 13F +1,833,869 shares
0.13% of the 13F portfolio, value $398,103,993.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,987,115 sharesChange vs previous 13F +893,397 shares
0.12% of the 13F portfolio, value $298,462,090.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,093,718 sharesChange vs previous 13F +2,109,116 shares
0.11% of the 13F portfolio, value $280,204,513.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,984,602 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $202,937,863.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).