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Disclosery

LPL Financial LLC: VFMF position timeline

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

LPL Financial LLC held 124,650 VFMF 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 124,650 shares
    Change vs previous 13F +43,308 shares

    <0.01% of the 13F portfolio, value $22,059,287.

    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 81,342 shares
    Change vs previous 13F +13,852 shares

    <0.01% of the 13F portfolio, value $12,614,059.

    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 67,490 shares
    Change vs previous 13F +8,323 shares

    <0.01% of the 13F portfolio, value $10,172,267.

    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 59,167 shares
    Change vs previous 13F +8,097 shares

    <0.01% of the 13F portfolio, value $8,536,228.

    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 51,070 shares
    Change vs previous 13F -24,987 shares

    <0.01% of the 13F portfolio, value $6,868,805.

    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 76,057 shares
    Change vs previous 13F +7,566 shares

    <0.01% of the 13F portfolio, value $9,606,687.

    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 68,491 shares
    Change vs previous 13F +30,645 shares

    <0.01% of the 13F portfolio, value $8,943,609.

    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 37,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,934,919.

    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).