Skip to content
Disclosery

LPL Financial LLC: STAG position timeline

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

LPL Financial LLC held 162,732 STAG 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 162,732 shares
    Change vs previous 13F +23,476 shares

    <0.01% of the 13F portfolio, value $6,193,599.

    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 139,256 shares
    Change vs previous 13F +2,155 shares

    <0.01% of the 13F portfolio, value $5,021,568.

    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 137,101 shares
    Change vs previous 13F -5,180 shares

    <0.01% of the 13F portfolio, value $5,039,849.

    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 142,281 shares
    Change vs previous 13F -11,589 shares

    <0.01% of the 13F portfolio, value $5,021,107.

    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 153,870 shares
    Change vs previous 13F +7,561 shares

    <0.01% of the 13F portfolio, value $5,582,415.

    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 146,309 shares
    Change vs previous 13F +10,048 shares

    <0.01% of the 13F portfolio, value $5,284,676.

    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 136,261 shares
    Change vs previous 13F +12,735 shares

    <0.01% of the 13F portfolio, value $4,608,346.

    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 123,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,828,620.

    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).