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Disclosery

LPL Financial LLC: ROM position timeline

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

LPL Financial LLC held 3,341 ROM 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 3,341 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $518,523.

    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 3,556 shares
    Change vs previous 13F -1,631 shares

    <0.01% of the 13F portfolio, value $278,790.

    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 5,187 shares
    Change vs previous 13F +1,343 shares

    <0.01% of the 13F portfolio, value $489,134.

    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 3,844 shares
    Change vs previous 13F -1,241 shares

    <0.01% of the 13F portfolio, value $356,173.

    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 5,085 shares
    Change vs previous 13F +1,214 shares

    <0.01% of the 13F portfolio, value $387,019.

    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 3,871 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $206,828.

    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 3,898 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $271,808.

    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 3,898 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,439.

    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).