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Disclosery

LPL Financial LLC: TBIL position timeline

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

LPL Financial LLC held 11,182,265 TBIL 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 11,182,265 shares
    Change vs previous 13F +351,312 shares

    0.13% of the 13F portfolio, value $557,547,687.

    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 10,830,953 shares
    Change vs previous 13F +1,011,336 shares

    0.14% of the 13F portfolio, value $540,031,306.

    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 9,819,617 shares
    Change vs previous 13F +238,360 shares

    0.13% of the 13F portfolio, value $489,802,485.

    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 9,581,257 shares
    Change vs previous 13F -412,767 shares

    0.14% of the 13F portfolio, value $479,062,852.

    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 9,994,024 shares
    Change vs previous 13F +70,789 shares

    0.17% of the 13F portfolio, value $499,651,195.

    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 9,923,235 shares
    Change vs previous 13F +1,109,446 shares

    0.19% of the 13F portfolio, value $496,260,984.

    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 8,813,789 shares
    Change vs previous 13F +751,672 shares

    0.18% of the 13F portfolio, value $439,455,521.

    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 8,062,117 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $403,428,346.

    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).