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Disclosery

LPL Financial LLC: USFR position timeline

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

LPL Financial LLC held 13,259,499 USFR 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 13,259,499 shares
    Change vs previous 13F +500,433 shares

    0.15% of the 13F portfolio, value $667,615,730.

    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 12,759,066 shares
    Change vs previous 13F -95,381 shares

    0.17% of the 13F portfolio, value $642,291,362.

    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 12,854,447 shares
    Change vs previous 13F -1,421,615 shares

    0.18% of the 13F portfolio, value $646,835,768.

    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 14,276,062 shares
    Change vs previous 13F -1,311,782 shares

    0.21% of the 13F portfolio, value $717,657,586.

    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 15,587,844 shares
    Change vs previous 13F +2,793,567 shares

    0.26% of the 13F portfolio, value $784,224,382.

    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 12,794,277 shares
    Change vs previous 13F +186,485 shares

    0.25% of the 13F portfolio, value $643,935,946.

    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 12,607,792 shares
    Change vs previous 13F -295,361 shares

    0.26% of the 13F portfolio, value $634,424,061.

    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 12,903,153 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $647,996,320.

    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).