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Disclosery

LPL Financial LLC: VAL position timeline

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

LPL Financial LLC held 24,997 VAL 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 24,997 shares
    Change vs previous 13F +115 shares

    <0.01% of the 13F portfolio, value $1,814,782.

    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 24,882 shares
    Change vs previous 13F -29,237 shares

    <0.01% of the 13F portfolio, value $2,439,431.

    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 54,119 shares
    Change vs previous 13F +11,021 shares

    <0.01% of the 13F portfolio, value $2,727,598.

    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 43,098 shares
    Change vs previous 13F -2,837 shares

    <0.01% of the 13F portfolio, value $2,101,889.

    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 45,935 shares
    Change vs previous 13F +8,306 shares

    <0.01% of the 13F portfolio, value $1,934,323.

    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 37,629 shares
    Change vs previous 13F +16,307 shares

    <0.01% of the 13F portfolio, value $1,477,315.

    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 21,322 shares
    Change vs previous 13F +10,737 shares

    <0.01% of the 13F portfolio, value $943,285.

    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 10,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $590,114.

    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).