LPL Financial LLC: TCAF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on TCAF, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 17,802,322 TCAF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 17,802,322 sharesChange vs previous 13F +1,677,108 shares
0.16% of the 13F portfolio, value $731,675,402.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,125,214 sharesChange vs previous 13F +1,196,176 shares
0.15% of the 13F portfolio, value $573,896,354.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,929,038 sharesChange vs previous 13F +1,969,844 shares
0.16% of the 13F portfolio, value $570,587,798.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,959,194 sharesChange vs previous 13F +2,230,501 shares
0.14% of the 13F portfolio, value $488,561,588.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,728,693 sharesChange vs previous 13F +1,938,623 shares
0.13% of the 13F portfolio, value $378,508,288.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,790,070 sharesChange vs previous 13F +1,634,146 shares
0.11% of the 13F portfolio, value $283,743,457.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,155,924 sharesChange vs previous 13F +2,339,777 shares
0.1% of the 13F portfolio, value $238,077,592.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,816,147 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $160,136,889.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).