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Disclosery

LPL Financial LLC: VFH position timeline

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

LPL Financial LLC held 964,920 VFH 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 964,920 shares
    Change vs previous 13F +46,414 shares

    0.03% of the 13F portfolio, value $126,983,407.

    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 918,506 shares
    Change vs previous 13F -72,990 shares

    0.03% of the 13F portfolio, value $110,964,656.

    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 991,496 shares
    Change vs previous 13F +20,587 shares

    0.04% of the 13F portfolio, value $132,354,823.

    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 970,909 shares
    Change vs previous 13F +100,064 shares

    0.04% of the 13F portfolio, value $127,422,110.

    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 870,845 shares
    Change vs previous 13F +84,913 shares

    0.04% of the 13F portfolio, value $110,858,575.

    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 785,932 shares
    Change vs previous 13F +27,677 shares

    0.04% of the 13F portfolio, value $93,895,294.

    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 758,255 shares
    Change vs previous 13F +99,117 shares

    0.04% of the 13F portfolio, value $89,527,130.

    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 659,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $72,445,851.

    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).