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Disclosery

LPL Financial LLC: STK position timeline

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

LPL Financial LLC held 196,882 STK 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 196,882 shares
    Change vs previous 13F +1,561 shares

    <0.01% of the 13F portfolio, value $10,606,043.

    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 195,321 shares
    Change vs previous 13F +10,929 shares

    <0.01% of the 13F portfolio, value $7,408,524.

    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 184,392 shares
    Change vs previous 13F +9,869 shares

    <0.01% of the 13F portfolio, value $6,783,791.

    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 174,523 shares
    Change vs previous 13F +10,149 shares

    <0.01% of the 13F portfolio, value $6,164,156.

    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 164,374 shares
    Change vs previous 13F +17,601 shares

    <0.01% of the 13F portfolio, value $4,998,616.

    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 146,773 shares
    Change vs previous 13F +25,912 shares

    <0.01% of the 13F portfolio, value $4,106,718.

    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 120,861 shares
    Change vs previous 13F +1,091 shares

    <0.01% of the 13F portfolio, value $3,861,497.

    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 119,770 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,011,093.

    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).