Skip to content
Disclosery

LPL Financial LLC: RLTY position timeline

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

LPL Financial LLC held 48,299 RLTY 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 48,299 shares
    Change vs previous 13F +3,641 shares

    <0.01% of the 13F portfolio, value $760,225.

    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 44,658 shares
    Change vs previous 13F +7,305 shares

    <0.01% of the 13F portfolio, value $649,326.

    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 37,353 shares
    Change vs previous 13F -699 shares

    <0.01% of the 13F portfolio, value $549,089.

    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 38,052 shares
    Change vs previous 13F +20,504 shares

    <0.01% of the 13F portfolio, value $581,435.

    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 17,548 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $266,379.

    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 18,348 shares
    Change vs previous 13F -1,115 shares

    <0.01% of the 13F portfolio, value $281,458.

    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 19,463 shares
    Change vs previous 13F -1,209 shares

    <0.01% of the 13F portfolio, value $287,663.

    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 20,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,277.

    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).