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Disclosery

LPL Financial LLC: RLI position timeline

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

LPL Financial LLC held 113,648 RLI 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 113,648 shares
    Change vs previous 13F -13,682 shares

    <0.01% of the 13F portfolio, value $6,713,175.

    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 127,330 shares
    Change vs previous 13F +2,184 shares

    <0.01% of the 13F portfolio, value $7,262,901.

    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 125,146 shares
    Change vs previous 13F -1,624 shares

    <0.01% of the 13F portfolio, value $8,006,819.

    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 126,770 shares
    Change vs previous 13F -2,370 shares

    <0.01% of the 13F portfolio, value $8,267,943.

    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 129,140 shares
    Change vs previous 13F +48,849 shares

    <0.01% of the 13F portfolio, value $9,326,482.

    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 80,291 shares
    Change vs previous 13F +42,365 shares

    <0.01% of the 13F portfolio, value $6,449,738.

    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 37,926 shares
    Change vs previous 13F +5,213 shares

    <0.01% of the 13F portfolio, value $6,251,294.

    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 32,713 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,069,808.

    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).