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Disclosery

LPL Financial LLC: TREX position timeline

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

LPL Financial LLC held 107,950 TREX 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 107,950 shares
    Change vs previous 13F -18,618 shares

    <0.01% of the 13F portfolio, value $5,401,805.

    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 126,568 shares
    Change vs previous 13F -15,602 shares

    <0.01% of the 13F portfolio, value $4,609,574.

    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 142,170 shares
    Change vs previous 13F +5,424 shares

    <0.01% of the 13F portfolio, value $4,987,292.

    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 136,746 shares
    Change vs previous 13F -567 shares

    <0.01% of the 13F portfolio, value $7,065,619.

    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 137,313 shares
    Change vs previous 13F +11,286 shares

    <0.01% of the 13F portfolio, value $7,467,073.

    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 126,027 shares
    Change vs previous 13F -1,430 shares

    <0.01% of the 13F portfolio, value $7,322,128.

    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 127,457 shares
    Change vs previous 13F +28,176 shares

    <0.01% of the 13F portfolio, value $8,798,343.

    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 99,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,610,076.

    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).