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Disclosery

LPL Financial LLC: TRFM position timeline

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

LPL Financial LLC held 1,739,328 TRFM 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 1,739,328 shares
    Change vs previous 13F +175,437 shares

    0.02% of the 13F portfolio, value $109,873,376.

    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 1,563,891 shares
    Change vs previous 13F +310,634 shares

    0.02% of the 13F portfolio, value $72,648,186.

    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 1,253,257 shares
    Change vs previous 13F -69,780 shares

    0.02% of the 13F portfolio, value $59,717,674.

    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 1,323,037 shares
    Change vs previous 13F +297,168 shares

    0.02% of the 13F portfolio, value $64,077,570.

    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 1,025,869 shares
    Change vs previous 13F +69,664 shares

    0.01% of the 13F portfolio, value $44,307,273.

    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 956,205 shares
    Change vs previous 13F -48,083 shares

    0.01% of the 13F portfolio, value $32,998,650.

    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 1,004,288 shares
    Change vs previous 13F +18,927 shares

    0.02% of the 13F portfolio, value $38,116,017.

    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 985,361 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,343,861.

    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).