Skip to content
Disclosery

LPL Financial LLC: TVAL position timeline

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

LPL Financial LLC held 4,702,854 TVAL 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 4,702,854 shares
    Change vs previous 13F +4,488,023 shares

    0.04% of the 13F portfolio, value $196,014,936.

    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 214,831 shares
    Change vs previous 13F +123,566 shares

    <0.01% of the 13F portfolio, value $7,772,573.

    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 91,265 shares
    Change vs previous 13F +36,051 shares

    <0.01% of the 13F portfolio, value $3,214,357.

    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 55,214 shares
    Change vs previous 13F +24,507 shares

    <0.01% of the 13F portfolio, value $1,883,300.

    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 30,707 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,008,111.

    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).