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Disclosery

LPL Financial LLC: STIP position timeline

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

LPL Financial LLC held 4,133,408 STIP 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 4,133,408 shares
    Change vs previous 13F +1,009,739 shares

    0.09% of the 13F portfolio, value $422,268,914.

    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 3,123,669 shares
    Change vs previous 13F +320,514 shares

    0.09% of the 13F portfolio, value $323,081,108.

    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 2,803,155 shares
    Change vs previous 13F -517,378 shares

    0.08% of the 13F portfolio, value $287,014,989.

    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 3,320,533 shares
    Change vs previous 13F +436,721 shares

    0.1% of the 13F portfolio, value $343,210,303.

    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 2,883,812 shares
    Change vs previous 13F +1,279,116 shares

    0.1% of the 13F portfolio, value $296,773,134.

    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 1,604,696 shares
    Change vs previous 13F +65,726 shares

    0.06% of the 13F portfolio, value $166,037,929.

    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 1,538,970 shares
    Change vs previous 13F +75,531 shares

    0.06% of the 13F portfolio, value $154,820,397.

    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 1,463,439 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $148,275,654.

    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).