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LPL Financial LLC: TROW position timeline

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

LPL Financial LLC held 248,553 TROW 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 248,553 shares
    Change vs previous 13F +32,795 shares

    0.01% of the 13F portfolio, value $28,258,004.

    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 215,758 shares
    Change vs previous 13F -417,771 shares

    0.01% of the 13F portfolio, value $19,448,380.

    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 633,529 shares
    Change vs previous 13F +61,826 shares

    0.02% of the 13F portfolio, value $64,860,684.

    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 571,703 shares
    Change vs previous 13F +40,212 shares

    0.02% of the 13F portfolio, value $58,679,607.

    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 531,491 shares
    Change vs previous 13F +36,652 shares

    0.02% of the 13F portfolio, value $51,288,869.

    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 494,839 shares
    Change vs previous 13F +68,551 shares

    0.02% of the 13F portfolio, value $45,460,907.

    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 426,288 shares
    Change vs previous 13F +58,286 shares

    0.02% of the 13F portfolio, value $48,208,954.

    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 368,002 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $40,086,504.

    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).