Skip to content

LPL Financial LLC: TX position timeline

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

LPL Financial LLC held 29,231 TX 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 29,231 shares
    Change vs previous 13F +1,460 shares

    <0.01% of the 13F portfolio, value $1,248,154.

    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 27,771 shares
    Change vs previous 13F +3,244 shares

    <0.01% of the 13F portfolio, value $1,115,005.

    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 24,527 shares
    Change vs previous 13F +955 shares

    <0.01% of the 13F portfolio, value $936,686.

    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 23,572 shares
    Change vs previous 13F +2,499 shares

    <0.01% of the 13F portfolio, value $818,648.

    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 21,073 shares
    Change vs previous 13F -8,138 shares

    <0.01% of the 13F portfolio, value $634,293.

    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 29,211 shares
    Change vs previous 13F -2,974 shares

    <0.01% of the 13F portfolio, value $910,221.

    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 32,185 shares
    Change vs previous 13F -36,069 shares

    <0.01% of the 13F portfolio, value $935,952.

    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 68,254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,519,240.

    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).