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Disclosery

LPL Financial LLC: TAFM position timeline

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

LPL Financial LLC held 1,144,833 TAFM 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 1,144,833 shares
    Change vs previous 13F +301,504 shares

    0.01% of the 13F portfolio, value $29,399,305.

    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 843,329 shares
    Change vs previous 13F +75,030 shares

    0.01% of the 13F portfolio, value $21,332,004.

    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 768,299 shares
    Change vs previous 13F +146,268 shares

    0.01% of the 13F portfolio, value $19,530,167.

    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 622,031 shares
    Change vs previous 13F +158,748 shares

    <0.01% of the 13F portfolio, value $15,812,015.

    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 463,283 shares
    Change vs previous 13F +447,122 shares

    <0.01% of the 13F portfolio, value $11,546,402.

    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 16,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $406,692.

    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).