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Disclosery

LPL Financial LLC: TV position timeline

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

LPL Financial LLC held 142,665 TV 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 142,665 shares
    Change vs previous 13F +2,693 shares

    <0.01% of the 13F portfolio, value $386,622.

    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 139,972 shares
    Change vs previous 13F +10,788 shares

    <0.01% of the 13F portfolio, value $407,318.

    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 129,184 shares
    Change vs previous 13F +14,113 shares

    <0.01% of the 13F portfolio, value $375,925.

    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 115,071 shares
    Change vs previous 13F +86,566 shares

    <0.01% of the 13F portfolio, value $309,541.

    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 28,505 shares
    Change vs previous 13F +7,808 shares

    <0.01% of the 13F portfolio, value $62,426.

    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 20,697 shares
    Change vs previous 13F -39,393 shares

    <0.01% of the 13F portfolio, value $36,220.

    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 60,090 shares
    Change vs previous 13F -110,725 shares

    <0.01% of the 13F portfolio, value $100,951.

    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 170,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $437,285.

    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).