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LPL Financial LLC: RL position timeline

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

LPL Financial LLC held 37,855 RL 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 37,855 shares
    Change vs previous 13F -9,692 shares

    <0.01% of the 13F portfolio, value $15,195,329.

    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 47,547 shares
    Change vs previous 13F +5,125 shares

    <0.01% of the 13F portfolio, value $16,355,665.

    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 42,422 shares
    Change vs previous 13F +3,209 shares

    <0.01% of the 13F portfolio, value $15,000,684.

    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 39,213 shares
    Change vs previous 13F +3,739 shares

    <0.01% of the 13F portfolio, value $12,295,533.

    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 35,474 shares
    Change vs previous 13F +816 shares

    <0.01% of the 13F portfolio, value $9,729,900.

    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 34,658 shares
    Change vs previous 13F +15,510 shares

    <0.01% of the 13F portfolio, value $7,650,385.

    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 19,148 shares
    Change vs previous 13F +4,879 shares

    <0.01% of the 13F portfolio, value $4,422,811.

    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 14,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,766,309.

    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).