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LPL Financial LLC: RGP position timeline

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

LPL Financial LLC held 53,260 RGP 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 53,260 shares
    Change vs previous 13F +9,331 shares

    <0.01% of the 13F portfolio, value $226,357.

    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 43,929 shares
    Change vs previous 13F +12,977 shares

    <0.01% of the 13F portfolio, value $163,857.

    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 30,952 shares
    Change vs previous 13F +17,489 shares

    <0.01% of the 13F portfolio, value $156,000.

    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 13,463 shares
    Change vs previous 13F -5,654 shares

    <0.01% of the 13F portfolio, value $67,988.

    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 19,117 shares
    Change vs previous 13F -363 shares

    <0.01% of the 13F portfolio, value $102,658.

    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 19,480 shares
    Change vs previous 13F -29,282 shares

    <0.01% of the 13F portfolio, value $127,398.

    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 48,762 shares
    Change vs previous 13F +2,837 shares

    <0.01% of the 13F portfolio, value $415,942.

    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 45,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $445,475.

    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).