Skip to content
Disclosery

LPL Financial LLC: SPIP position timeline

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

LPL Financial LLC held 848,847 SPIP 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 848,847 shares
    Change vs previous 13F +98,889 shares

    <0.01% of the 13F portfolio, value $21,798,396.

    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 749,958 shares
    Change vs previous 13F +30,877 shares

    0.01% of the 13F portfolio, value $19,506,400.

    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 719,081 shares
    Change vs previous 13F -714,454 shares

    0.01% of the 13F portfolio, value $18,660,162.

    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 1,433,535 shares
    Change vs previous 13F +29,423 shares

    0.01% of the 13F portfolio, value $37,723,461.

    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 1,404,112 shares
    Change vs previous 13F +31,467 shares

    0.01% of the 13F portfolio, value $36,591,167.

    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 1,372,645 shares
    Change vs previous 13F -176,362 shares

    0.01% of the 13F portfolio, value $36,210,363.

    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 1,549,007 shares
    Change vs previous 13F +134,776 shares

    0.02% of the 13F portfolio, value $39,205,368.

    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 1,414,231 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $37,165,996.

    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).