Skip to content
Disclosery

LPL Financial LLC: ROAM position timeline

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

LPL Financial LLC held 656,376 ROAM 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 656,376 shares
    Change vs previous 13F -16,610 shares

    0.01% of the 13F portfolio, value $23,478,579.

    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 672,986 shares
    Change vs previous 13F +74,923 shares

    0.01% of the 13F portfolio, value $20,867,462.

    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 598,063 shares
    Change vs previous 13F +138,600 shares

    <0.01% of the 13F portfolio, value $17,423,725.

    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 459,463 shares
    Change vs previous 13F +147,404 shares

    <0.01% of the 13F portfolio, value $12,803,489.

    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 312,059 shares
    Change vs previous 13F +16,640 shares

    <0.01% of the 13F portfolio, value $8,213,398.

    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 295,419 shares
    Change vs previous 13F -904 shares

    <0.01% of the 13F portfolio, value $6,954,104.

    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 296,323 shares
    Change vs previous 13F +67,138 shares

    <0.01% of the 13F portfolio, value $6,757,780.

    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 229,185 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,853,863.

    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).