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Disclosery

LPL Financial LLC: RSPF position timeline

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

LPL Financial LLC held 30,514 RSPF 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 30,514 shares
    Change vs previous 13F -35,410 shares

    <0.01% of the 13F portfolio, value $2,366,374.

    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 65,924 shares
    Change vs previous 13F -22,426 shares

    <0.01% of the 13F portfolio, value $4,706,345.

    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 88,350 shares
    Change vs previous 13F -2,058 shares

    <0.01% of the 13F portfolio, value $6,934,980.

    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 90,408 shares
    Change vs previous 13F -1,708 shares

    <0.01% of the 13F portfolio, value $7,031,758.

    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 92,116 shares
    Change vs previous 13F +1,437 shares

    <0.01% of the 13F portfolio, value $7,011,290.

    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 90,679 shares
    Change vs previous 13F -37,579 shares

    <0.01% of the 13F portfolio, value $6,576,954.

    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 128,258 shares
    Change vs previous 13F +14,602 shares

    <0.01% of the 13F portfolio, value $9,282,101.

    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 113,656 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,840,675.

    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).