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LPL Financial LLC: SE position timeline

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

LPL Financial LLC held 375,506 SE 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 375,506 shares
    Change vs previous 13F +109,202 shares

    0.01% of the 13F portfolio, value $35,984,725.

    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 266,304 shares
    Change vs previous 13F -110,159 shares

    0.01% of the 13F portfolio, value $22,052,664.

    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 376,463 shares
    Change vs previous 13F +8,992 shares

    0.01% of the 13F portfolio, value $48,025,366.

    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 367,471 shares
    Change vs previous 13F +53,977 shares

    0.02% of the 13F portfolio, value $65,678,132.

    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 313,494 shares
    Change vs previous 13F +51,100 shares

    0.02% of the 13F portfolio, value $50,140,346.

    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 262,394 shares
    Change vs previous 13F +53,757 shares

    0.01% of the 13F portfolio, value $34,239,806.

    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 208,637 shares
    Change vs previous 13F +21,047 shares

    0.01% of the 13F portfolio, value $22,136,370.

    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 187,590 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,686,018.

    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).