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Disclosery

LPL Financial LLC: TE position timeline

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

LPL Financial LLC held 460,651 TE 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 460,651 shares
    Change vs previous 13F +207,259 shares

    <0.01% of the 13F portfolio, value $4,366,967.

    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 253,392 shares
    Change vs previous 13F +102,368 shares

    <0.01% of the 13F portfolio, value $1,112,389.

    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 151,024 shares
    Change vs previous 13F +25,190 shares

    <0.01% of the 13F portfolio, value $1,008,837.

    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 125,834 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $274,317.

    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 125,673 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $154,577.

    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 125,970 shares
    Change vs previous 13F -3,750 shares

    <0.01% of the 13F portfolio, value $158,722.

    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 129,720 shares
    Change vs previous 13F -30,637 shares

    <0.01% of the 13F portfolio, value $334,678.

    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 160,357 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $155,562.

    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).