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Disclosery

LPL Financial LLC: RFEM position timeline

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

LPL Financial LLC held 119,247 RFEM 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 119,247 shares
    Change vs previous 13F +17,061 shares

    <0.01% of the 13F portfolio, value $11,199,401.

    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 102,186 shares
    Change vs previous 13F +24,884 shares

    <0.01% of the 13F portfolio, value $8,395,090.

    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 77,302 shares
    Change vs previous 13F +24,618 shares

    <0.01% of the 13F portfolio, value $6,121,372.

    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 52,684 shares
    Change vs previous 13F +11,443 shares

    <0.01% of the 13F portfolio, value $3,995,542.

    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 41,241 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $2,945,879.

    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 41,122 shares
    Change vs previous 13F +9,808 shares

    <0.01% of the 13F portfolio, value $2,676,514.

    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 31,314 shares
    Change vs previous 13F -1,707 shares

    <0.01% of the 13F portfolio, value $1,981,889.

    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 33,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,250,734.

    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).