Skip to content
Disclosery

LPL Financial LLC: SOFR position timeline

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

LPL Financial LLC held 23,505 SOFR 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 23,505 shares
    Change vs previous 13F +1,255 shares

    <0.01% of the 13F portfolio, value $2,353,560.

    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 22,250 shares
    Change vs previous 13F +7,898 shares

    <0.01% of the 13F portfolio, value $2,228,194.

    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 14,352 shares
    Change vs previous 13F +2,786 shares

    <0.01% of the 13F portfolio, value $1,437,888.

    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 11,566 shares
    Change vs previous 13F +4,471 shares

    <0.01% of the 13F portfolio, value $1,158,508.

    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 7,095 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $710,706.

    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).