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Disclosery

LPL Financial LLC: TD position timeline

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

LPL Financial LLC held 225,580 TD 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 225,580 shares
    Change vs previous 13F -4,221 shares

    0.01% of the 13F portfolio, value $27,392,137.

    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 229,801 shares
    Change vs previous 13F +7,742 shares

    0.01% of the 13F portfolio, value $21,442,737.

    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 222,059 shares
    Change vs previous 13F +24,277 shares

    0.01% of the 13F portfolio, value $20,917,934.

    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 197,782 shares
    Change vs previous 13F +17,934 shares

    <0.01% of the 13F portfolio, value $15,812,709.

    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 179,848 shares
    Change vs previous 13F +34,672 shares

    <0.01% of the 13F portfolio, value $13,209,808.

    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 145,176 shares
    Change vs previous 13F -3,593 shares

    <0.01% of the 13F portfolio, value $8,701,836.

    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 148,769 shares
    Change vs previous 13F -66,591 shares

    <0.01% of the 13F portfolio, value $7,920,474.

    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 215,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,623,638.

    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).