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Disclosery

LPL Financial LLC: TDV position timeline

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

LPL Financial LLC held 79,507 TDV 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 79,507 shares
    Change vs previous 13F -19,128 shares

    <0.01% of the 13F portfolio, value $8,265,696.

    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 98,635 shares
    Change vs previous 13F +4,052 shares

    <0.01% of the 13F portfolio, value $8,355,261.

    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 94,583 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $8,188,941.

    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 94,999 shares
    Change vs previous 13F -3,190 shares

    <0.01% of the 13F portfolio, value $8,217,741.

    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 98,189 shares
    Change vs previous 13F +6,686 shares

    <0.01% of the 13F portfolio, value $8,169,408.

    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 91,503 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $6,665,968.

    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 91,129 shares
    Change vs previous 13F +2,382 shares

    <0.01% of the 13F portfolio, value $6,876,049.

    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 88,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,839,746.

    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).