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Disclosery

LPL Financial LLC: TER position timeline

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

LPL Financial LLC held 121,004 TER 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 121,004 shares
    Change vs previous 13F -9,836 shares

    0.01% of the 13F portfolio, value $58,546,645.

    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 130,840 shares
    Change vs previous 13F +28,386 shares

    0.01% of the 13F portfolio, value $38,788,798.

    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 102,454 shares
    Change vs previous 13F +4,662 shares

    0.01% of the 13F portfolio, value $19,830,950.

    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 97,792 shares
    Change vs previous 13F -35,844 shares

    <0.01% of the 13F portfolio, value $13,460,102.

    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 133,636 shares
    Change vs previous 13F +11,199 shares

    <0.01% of the 13F portfolio, value $12,016,596.

    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 122,437 shares
    Change vs previous 13F +34,838 shares

    <0.01% of the 13F portfolio, value $10,113,321.

    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 87,599 shares
    Change vs previous 13F -3,768 shares

    <0.01% of the 13F portfolio, value $11,030,452.

    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 91,367 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,236,834.

    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).