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Disclosery

LPL Financial LLC: RMBS position timeline

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

LPL Financial LLC held 82,343 RMBS 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 82,343 shares
    Change vs previous 13F -5,621 shares

    <0.01% of the 13F portfolio, value $10,930,188.

    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 87,964 shares
    Change vs previous 13F +3,429 shares

    <0.01% of the 13F portfolio, value $7,567,529.

    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 84,535 shares
    Change vs previous 13F -16,066 shares

    <0.01% of the 13F portfolio, value $7,767,906.

    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 100,601 shares
    Change vs previous 13F +13,418 shares

    <0.01% of the 13F portfolio, value $10,482,608.

    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 87,183 shares
    Change vs previous 13F +7,167 shares

    <0.01% of the 13F portfolio, value $5,581,445.

    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 80,016 shares
    Change vs previous 13F +16,652 shares

    <0.01% of the 13F portfolio, value $4,142,818.

    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 63,364 shares
    Change vs previous 13F +9,183 shares

    <0.01% of the 13F portfolio, value $3,349,418.

    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 54,181 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,287,515.

    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).