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Disclosery

LPL Financial LLC: RFV position timeline

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

LPL Financial LLC held 172,386 RFV 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 172,386 shares
    Change vs previous 13F +6,501 shares

    0.01% of the 13F portfolio, value $24,639,140.

    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 165,885 shares
    Change vs previous 13F -3,323 shares

    0.01% of the 13F portfolio, value $21,560,392.

    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 169,208 shares
    Change vs previous 13F +83,424 shares

    0.01% of the 13F portfolio, value $21,624,613.

    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 85,784 shares
    Change vs previous 13F +5,480 shares

    <0.01% of the 13F portfolio, value $11,003,637.

    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 80,304 shares
    Change vs previous 13F -12,256 shares

    <0.01% of the 13F portfolio, value $9,707,435.

    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 92,560 shares
    Change vs previous 13F -10,300 shares

    <0.01% of the 13F portfolio, value $10,562,786.

    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 102,860 shares
    Change vs previous 13F +4,023 shares

    0.01% of the 13F portfolio, value $12,476,300.

    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 98,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,707,277.

    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).