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Disclosery

LPL Financial LLC: TAIL position timeline

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

LPL Financial LLC held 990,979 TAIL 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 990,979 shares
    Change vs previous 13F -29,256 shares

    <0.01% of the 13F portfolio, value $10,534,110.

    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 1,020,235 shares
    Change vs previous 13F -401,600 shares

    <0.01% of the 13F portfolio, value $11,946,948.

    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 1,421,835 shares
    Change vs previous 13F +782,860 shares

    <0.01% of the 13F portfolio, value $16,336,886.

    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 638,975 shares
    Change vs previous 13F +543,610 shares

    <0.01% of the 13F portfolio, value $7,559,079.

    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 95,365 shares
    Change vs previous 13F -14,017 shares

    <0.01% of the 13F portfolio, value $1,143,427.

    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 109,382 shares
    Change vs previous 13F +9,819 shares

    <0.01% of the 13F portfolio, value $1,288,521.

    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 99,563 shares
    Change vs previous 13F -7,928 shares

    <0.01% of the 13F portfolio, value $1,115,103.

    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 107,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,295,261.

    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).