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Disclosery

LPL Financial LLC: TDF position timeline

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

LPL Financial LLC held 32,732 TDF 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 32,732 shares
    Change vs previous 13F +3,004 shares

    <0.01% of the 13F portfolio, value $356,452.

    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 29,728 shares
    Change vs previous 13F +14,271 shares

    <0.01% of the 13F portfolio, value $315,412.

    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 15,457 shares
    Change vs previous 13F +674 shares

    <0.01% of the 13F portfolio, value $174,041.

    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 14,783 shares
    Change vs previous 13F +913 shares

    <0.01% of the 13F portfolio, value $172,221.

    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 13,870 shares
    Change vs previous 13F -1,106 shares

    <0.01% of the 13F portfolio, value $138,559.

    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 14,976 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $145,266.

    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).