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Disclosery

LPL Financial LLC: TPVG position timeline

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

LPL Financial LLC held 65,604 TPVG 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 65,604 shares
    Change vs previous 13F -1,775 shares

    <0.01% of the 13F portfolio, value $322,113.

    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 67,379 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $336,221.

    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 68,260 shares
    Change vs previous 13F +5,574 shares

    <0.01% of the 13F portfolio, value $446,420.

    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 62,686 shares
    Change vs previous 13F +12,266 shares

    <0.01% of the 13F portfolio, value $361,699.

    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 50,420 shares
    Change vs previous 13F +1,671 shares

    <0.01% of the 13F portfolio, value $353,444.

    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 48,749 shares
    Change vs previous 13F +8,871 shares

    <0.01% of the 13F portfolio, value $340,269.

    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 39,878 shares
    Change vs previous 13F -22,571 shares

    <0.01% of the 13F portfolio, value $294,301.

    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 62,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,890.

    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).