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Disclosery

LPL Financial LLC: SH position timeline

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

LPL Financial LLC held 154,363 SH 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 154,363 shares
    Change vs previous 13F +22,349 shares

    <0.01% of the 13F portfolio, value $5,097,062.

    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 132,014 shares
    Change vs previous 13F +29,734 shares

    <0.01% of the 13F portfolio, value $5,007,294.

    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 102,280 shares
    Change vs previous 13F -46,993 shares

    <0.01% of the 13F portfolio, value $3,685,159.

    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 149,273 shares
    Change vs previous 13F +17,164 shares

    <0.01% of the 13F portfolio, value $5,517,120.

    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 132,109 shares
    Change vs previous 13F -5,295 shares

    <0.01% of the 13F portfolio, value $5,242,079.

    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 137,404 shares
    Change vs previous 13F +5,449 shares

    <0.01% of the 13F portfolio, value $6,122,715.

    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 131,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,592,273.

    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).