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Disclosery

LPL Financial LLC: TIP position timeline

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

LPL Financial LLC held 1,510,026 TIP 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 1,510,026 shares
    Change vs previous 13F +107,867 shares

    0.04% of the 13F portfolio, value $165,242,166.

    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 1,402,159 shares
    Change vs previous 13F +141,881 shares

    0.04% of the 13F portfolio, value $154,742,300.

    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 1,260,278 shares
    Change vs previous 13F -22,949 shares

    0.04% of the 13F portfolio, value $138,517,150.

    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 1,283,227 shares
    Change vs previous 13F +140,811 shares

    0.04% of the 13F portfolio, value $142,720,439.

    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 1,142,416 shares
    Change vs previous 13F +3,652 shares

    0.04% of the 13F portfolio, value $125,711,347.

    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 1,138,764 shares
    Change vs previous 13F +34,866 shares

    0.05% of the 13F portfolio, value $126,505,264.

    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 1,103,898 shares
    Change vs previous 13F +52,479 shares

    0.05% of the 13F portfolio, value $117,620,320.

    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 1,051,419 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $116,150,246.

    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).