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Disclosery

LPL Financial LLC: USA position timeline

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

LPL Financial LLC held 3,350,925 USA 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 3,350,925 shares
    Change vs previous 13F -49,763 shares

    <0.01% of the 13F portfolio, value $19,468,876.

    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 3,400,688 shares
    Change vs previous 13F -384,145 shares

    0.01% of the 13F portfolio, value $18,873,818.

    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 3,784,833 shares
    Change vs previous 13F -866,617 shares

    0.01% of the 13F portfolio, value $23,768,750.

    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 4,651,450 shares
    Change vs previous 13F +115,427 shares

    0.01% of the 13F portfolio, value $29,490,191.

    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 4,536,023 shares
    Change vs previous 13F +167,579 shares

    0.01% of the 13F portfolio, value $30,890,316.

    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 4,368,444 shares
    Change vs previous 13F +720,273 shares

    0.01% of the 13F portfolio, value $28,613,305.

    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 3,648,171 shares
    Change vs previous 13F +111,589 shares

    0.01% of the 13F portfolio, value $25,354,785.

    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 3,536,582 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,109,729.

    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).