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Disclosery

LPL Financial LLC: VALQ position timeline

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

LPL Financial LLC held 120,990 VALQ 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 120,990 shares
    Change vs previous 13F +4,456 shares

    <0.01% of the 13F portfolio, value $8,434,378.

    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 116,534 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $7,577,205.

    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 116,116 shares
    Change vs previous 13F -8,143 shares

    <0.01% of the 13F portfolio, value $7,679,988.

    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 124,259 shares
    Change vs previous 13F -9,488 shares

    <0.01% of the 13F portfolio, value $8,010,171.

    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 133,747 shares
    Change vs previous 13F -11,598 shares

    <0.01% of the 13F portfolio, value $8,298,506.

    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 145,345 shares
    Change vs previous 13F +37,534 shares

    <0.01% of the 13F portfolio, value $8,835,534.

    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 107,811 shares
    Change vs previous 13F -3,710 shares

    <0.01% of the 13F portfolio, value $6,575,760.

    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 111,521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,927,223.

    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).