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Disclosery

LPL Financial LLC: TREE position timeline

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

LPL Financial LLC held 10,623 TREE 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 10,623 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $470,493.

    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 10,670 shares
    Change vs previous 13F -1,272 shares

    <0.01% of the 13F portfolio, value $457,530.

    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 11,942 shares
    Change vs previous 13F -1,797 shares

    <0.01% of the 13F portfolio, value $634,001.

    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 13,739 shares
    Change vs previous 13F +1,142 shares

    <0.01% of the 13F portfolio, value $889,325.

    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 12,597 shares
    Change vs previous 13F +1,289 shares

    <0.01% of the 13F portfolio, value $466,971.

    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 11,308 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $568,453.

    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 11,132 shares
    Change vs previous 13F -2,578 shares

    <0.01% of the 13F portfolio, value $431,365.

    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 13,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $795,577.

    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).