Skip to content
Disclosery

LPL Financial LLC: TDIV position timeline

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

LPL Financial LLC held 2,751,129 TDIV 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 2,751,129 shares
    Change vs previous 13F -49,219 shares

    0.07% of the 13F portfolio, value $316,049,617.

    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 2,800,348 shares
    Change vs previous 13F -34,558 shares

    0.07% of the 13F portfolio, value $262,280,602.

    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 2,834,906 shares
    Change vs previous 13F +40,614 shares

    0.08% of the 13F portfolio, value $274,532,257.

    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 2,794,292 shares
    Change vs previous 13F +191,294 shares

    0.08% of the 13F portfolio, value $275,489,204.

    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 2,602,998 shares
    Change vs previous 13F +236,385 shares

    0.08% of the 13F portfolio, value $234,712,346.

    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 2,366,613 shares
    Change vs previous 13F +119,189 shares

    0.07% of the 13F portfolio, value $174,206,377.

    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 2,247,424 shares
    Change vs previous 13F -16,686 shares

    0.07% of the 13F portfolio, value $176,332,840.

    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 2,264,110 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $181,808,021.

    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).