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Disclosery

LPL Financial LLC: TRU position timeline

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

LPL Financial LLC held 46,903 TRU 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 46,903 shares
    Change vs previous 13F -5,879 shares

    <0.01% of the 13F portfolio, value $3,383,629.

    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 52,782 shares
    Change vs previous 13F +4,037 shares

    <0.01% of the 13F portfolio, value $3,651,989.

    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 48,745 shares
    Change vs previous 13F -4,533 shares

    <0.01% of the 13F portfolio, value $4,179,852.

    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 53,278 shares
    Change vs previous 13F -9,704 shares

    <0.01% of the 13F portfolio, value $4,463,572.

    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 62,982 shares
    Change vs previous 13F +4,821 shares

    <0.01% of the 13F portfolio, value $5,542,389.

    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 58,161 shares
    Change vs previous 13F +3,869 shares

    <0.01% of the 13F portfolio, value $4,826,780.

    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 54,292 shares
    Change vs previous 13F +6,073 shares

    <0.01% of the 13F portfolio, value $5,033,456.

    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 48,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,048,489.

    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).