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Disclosery

LPL Financial LLC: TEI position timeline

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

LPL Financial LLC held 572,359 TEI 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 572,359 shares
    Change vs previous 13F -1,195 shares

    <0.01% of the 13F portfolio, value $3,857,698.

    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 573,554 shares
    Change vs previous 13F +15,944 shares

    <0.01% of the 13F portfolio, value $3,447,058.

    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 557,610 shares
    Change vs previous 13F +43,562 shares

    <0.01% of the 13F portfolio, value $3,596,586.

    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 514,048 shares
    Change vs previous 13F +10,952 shares

    <0.01% of the 13F portfolio, value $3,187,099.

    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 503,096 shares
    Change vs previous 13F +24,183 shares

    <0.01% of the 13F portfolio, value $3,018,575.

    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 478,913 shares
    Change vs previous 13F +32,183 shares

    <0.01% of the 13F portfolio, value $2,576,553.

    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 446,730 shares
    Change vs previous 13F +40,004 shares

    <0.01% of the 13F portfolio, value $2,291,723.

    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 406,726 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,371,214.

    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).