Skip to content

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

  1. period ended2026-06-30
    13F 17,802,322 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,125,214 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,929,038 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,959,194 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,728,693 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,790,070 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,155,924 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,816,147 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).