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LPL Financial LLC: TFPM position timeline

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

LPL Financial LLC held 71,710 TFPM 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 71,710 shares
    Change vs previous 13F +25,762 shares

    <0.01% of the 13F portfolio, value $2,149,149.

    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 45,948 shares
    Change vs previous 13F +8,951 shares

    <0.01% of the 13F portfolio, value $1,594,855.

    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 36,997 shares
    Change vs previous 13F -1,471 shares

    <0.01% of the 13F portfolio, value $1,229,040.

    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 38,468 shares
    Change vs previous 13F +12,821 shares

    <0.01% of the 13F portfolio, value $1,125,574.

    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 25,647 shares
    Change vs previous 13F +13,865 shares

    <0.01% of the 13F portfolio, value $607,577.

    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 11,782 shares
    Change vs previous 13F -6,200 shares

    <0.01% of the 13F portfolio, value $225,625.

    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 17,982 shares
    Change vs previous 13F -1,589 shares

    <0.01% of the 13F portfolio, value $270,449.

    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 19,571 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,659.

    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).