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Disclosery

LPL Financial LLC: TFIN position timeline

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

LPL Financial LLC held 44,381 TFIN 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 44,381 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $3,386,714.

    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 44,554 shares
    Change vs previous 13F +1,520 shares

    <0.01% of the 13F portfolio, value $2,658,092.

    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 43,034 shares
    Change vs previous 13F +9,858 shares

    <0.01% of the 13F portfolio, value $2,695,219.

    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 33,176 shares
    Change vs previous 13F +5,679 shares

    <0.01% of the 13F portfolio, value $1,660,127.

    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 27,497 shares
    Change vs previous 13F +19,596 shares

    <0.01% of the 13F portfolio, value $1,515,360.

    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 7,901 shares
    Change vs previous 13F +1,835 shares

    <0.01% of the 13F portfolio, value $456,678.

    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 6,066 shares
    Change vs previous 13F +3,429 shares

    <0.01% of the 13F portfolio, value $551,278.

    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 2,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,747.

    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).