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Disclosery

LPL Financial LLC: RTO position timeline

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

LPL Financial LLC held 516,842 RTO 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 516,842 shares
    Change vs previous 13F +59,203 shares

    <0.01% of the 13F portfolio, value $14,786,844.

    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 457,639 shares
    Change vs previous 13F +73,275 shares

    <0.01% of the 13F portfolio, value $14,406,477.

    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 384,364 shares
    Change vs previous 13F +46,709 shares

    <0.01% of the 13F portfolio, value $11,323,350.

    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 337,655 shares
    Change vs previous 13F +278,072 shares

    <0.01% of the 13F portfolio, value $8,525,791.

    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 59,583 shares
    Change vs previous 13F -17,931 shares

    <0.01% of the 13F portfolio, value $1,429,990.

    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 77,514 shares
    Change vs previous 13F -15,365 shares

    <0.01% of the 13F portfolio, value $1,775,064.

    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 92,879 shares
    Change vs previous 13F +7,155 shares

    <0.01% of the 13F portfolio, value $2,351,688.

    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 85,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,137,106.

    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).