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Disclosery

LPL Financial LLC: TRFK position timeline

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

LPL Financial LLC held 1,337,427 TRFK 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 1,337,427 shares
    Change vs previous 13F +319,383 shares

    0.03% of the 13F portfolio, value $142,703,448.

    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 1,018,044 shares
    Change vs previous 13F +94,970 shares

    0.02% of the 13F portfolio, value $63,363,036.

    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 923,074 shares
    Change vs previous 13F +533,262 shares

    0.02% of the 13F portfolio, value $59,132,090.

    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 389,812 shares
    Change vs previous 13F +349,607 shares

    0.01% of the 13F portfolio, value $26,086,190.

    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 40,205 shares
    Change vs previous 13F +4,035 shares

    <0.01% of the 13F portfolio, value $2,378,502.

    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 36,170 shares
    Change vs previous 13F +1,453 shares

    <0.01% of the 13F portfolio, value $1,609,213.

    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 34,717 shares
    Change vs previous 13F +19,613 shares

    <0.01% of the 13F portfolio, value $1,753,925.

    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 15,104 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $707,273.

    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).