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Disclosery

LPL Financial LLC: ROBT position timeline

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

LPL Financial LLC held 896,246 ROBT 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 896,246 shares
    Change vs previous 13F +22,657 shares

    0.01% of the 13F portfolio, value $50,422,782.

    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 873,589 shares
    Change vs previous 13F -83,078 shares

    0.01% of the 13F portfolio, value $40,325,029.

    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 956,667 shares
    Change vs previous 13F +61,896 shares

    0.01% of the 13F portfolio, value $49,618,954.

    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 894,771 shares
    Change vs previous 13F +175,666 shares

    0.01% of the 13F portfolio, value $47,324,454.

    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 719,105 shares
    Change vs previous 13F +36,197 shares

    0.01% of the 13F portfolio, value $34,732,778.

    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 682,908 shares
    Change vs previous 13F +7,244 shares

    0.01% of the 13F portfolio, value $27,773,868.

    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 675,664 shares
    Change vs previous 13F -4,469 shares

    0.01% of the 13F portfolio, value $30,431,916.

    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 680,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,783,015.

    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).