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Disclosery

LPL Financial LLC: ST position timeline

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

LPL Financial LLC held 62,199 ST 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 62,199 shares
    Change vs previous 13F +5,998 shares

    <0.01% of the 13F portfolio, value $2,969,374.

    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 56,201 shares
    Change vs previous 13F +6,003 shares

    <0.01% of the 13F portfolio, value $1,979,397.

    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 50,198 shares
    Change vs previous 13F -1,001 shares

    <0.01% of the 13F portfolio, value $1,671,093.

    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 51,199 shares
    Change vs previous 13F -7,050 shares

    <0.01% of the 13F portfolio, value $1,564,129.

    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 58,249 shares
    Change vs previous 13F -5,574 shares

    <0.01% of the 13F portfolio, value $1,753,881.

    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 63,823 shares
    Change vs previous 13F +16,767 shares

    <0.01% of the 13F portfolio, value $1,548,987.

    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 47,056 shares
    Change vs previous 13F -11,074 shares

    <0.01% of the 13F portfolio, value $1,289,340.

    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 58,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,084,542.

    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).