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LPL Financial LLC: TMFS position timeline

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

LPL Financial LLC held 46,339 TMFS 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 46,339 shares
    Change vs previous 13F -1,038 shares

    <0.01% of the 13F portfolio, value $1,674,484.

    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 47,377 shares
    Change vs previous 13F -7,841 shares

    <0.01% of the 13F portfolio, value $1,516,049.

    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 55,218 shares
    Change vs previous 13F +9,454 shares

    <0.01% of the 13F portfolio, value $1,922,685.

    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 45,764 shares
    Change vs previous 13F +17,740 shares

    <0.01% of the 13F portfolio, value $1,578,846.

    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 28,024 shares
    Change vs previous 13F +1,479 shares

    <0.01% of the 13F portfolio, value $990,638.

    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 26,545 shares
    Change vs previous 13F -5,596 shares

    <0.01% of the 13F portfolio, value $860,647.

    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 32,141 shares
    Change vs previous 13F -2,211 shares

    <0.01% of the 13F portfolio, value $1,137,298.

    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 34,352 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,140,174.

    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).