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LPL Financial LLC: TCPC position timeline

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

LPL Financial LLC held 89,861 TCPC 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 89,861 shares
    Change vs previous 13F -24,111 shares

    <0.01% of the 13F portfolio, value $301,932.

    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 113,972 shares
    Change vs previous 13F -61,618 shares

    <0.01% of the 13F portfolio, value $411,440.

    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 175,590 shares
    Change vs previous 13F -25,405 shares

    <0.01% of the 13F portfolio, value $960,477.

    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 200,995 shares
    Change vs previous 13F -11,994 shares

    <0.01% of the 13F portfolio, value $1,246,167.

    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 212,989 shares
    Change vs previous 13F -10,447 shares

    <0.01% of the 13F portfolio, value $1,640,017.

    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 223,436 shares
    Change vs previous 13F +16,693 shares

    <0.01% of the 13F portfolio, value $1,789,721.

    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 206,743 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $1,800,735.

    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 207,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,716,684.

    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).