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LPL Financial LLC: TBLD position timeline

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

LPL Financial LLC held 325,663 TBLD 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 325,663 shares
    Change vs previous 13F +21,935 shares

    <0.01% of the 13F portfolio, value $7,187,374.

    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 303,728 shares
    Change vs previous 13F +42,989 shares

    <0.01% of the 13F portfolio, value $6,422,366.

    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 260,739 shares
    Change vs previous 13F +42,434 shares

    <0.01% of the 13F portfolio, value $5,240,861.

    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 218,305 shares
    Change vs previous 13F +39,372 shares

    <0.01% of the 13F portfolio, value $4,342,086.

    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 178,933 shares
    Change vs previous 13F +3,764 shares

    <0.01% of the 13F portfolio, value $3,510,674.

    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 175,169 shares
    Change vs previous 13F +19,143 shares

    <0.01% of the 13F portfolio, value $3,142,541.

    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 156,026 shares
    Change vs previous 13F +74,826 shares

    <0.01% of the 13F portfolio, value $2,540,097.

    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 81,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,446,987.

    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).