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LPL Financial LLC: TOPT position timeline

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

LPL Financial LLC held 1,208,160 TOPT 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 1,208,160 shares
    Change vs previous 13F +165,289 shares

    0.01% of the 13F portfolio, value $39,772,641.

    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 1,042,871 shares
    Change vs previous 13F +354,133 shares

    0.01% of the 13F portfolio, value $29,846,965.

    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 688,738 shares
    Change vs previous 13F +177,777 shares

    0.01% of the 13F portfolio, value $21,509,295.

    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 510,961 shares
    Change vs previous 13F +209,218 shares

    <0.01% of the 13F portfolio, value $15,563,867.

    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 301,743 shares
    Change vs previous 13F +82,532 shares

    <0.01% of the 13F portfolio, value $8,234,571.

    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 219,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,221,606.

    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).