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Disclosery

LPL Financial LLC: RIFR position timeline

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

LPL Financial LLC held 284,228 RIFR 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 284,228 shares
    Change vs previous 13F +11,099 shares

    <0.01% of the 13F portfolio, value $8,097,203.

    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 273,129 shares
    Change vs previous 13F +33,990 shares

    <0.01% of the 13F portfolio, value $7,653,485.

    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 239,139 shares
    Change vs previous 13F +19,808 shares

    <0.01% of the 13F portfolio, value $6,166,701.

    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 219,331 shares
    Change vs previous 13F +27,297 shares

    <0.01% of the 13F portfolio, value $5,694,924.

    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 192,034 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,841,590.

    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).