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Disclosery

LPL Financial LLC: TPG position timeline

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

LPL Financial LLC held 108,312 TPG 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 108,312 shares
    Change vs previous 13F +6,007 shares

    <0.01% of the 13F portfolio, value $4,392,047.

    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 102,305 shares
    Change vs previous 13F +17,498 shares

    <0.01% of the 13F portfolio, value $4,144,363.

    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 84,807 shares
    Change vs previous 13F -4,003 shares

    <0.01% of the 13F portfolio, value $5,414,094.

    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 88,810 shares
    Change vs previous 13F +5,654 shares

    <0.01% of the 13F portfolio, value $5,102,142.

    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 83,156 shares
    Change vs previous 13F +8,435 shares

    <0.01% of the 13F portfolio, value $4,361,527.

    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 74,721 shares
    Change vs previous 13F +14,685 shares

    <0.01% of the 13F portfolio, value $3,544,031.

    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 60,036 shares
    Change vs previous 13F +26,370 shares

    <0.01% of the 13F portfolio, value $3,772,689.

    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 33,666 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,937,832.

    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).