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Disclosery

LPL Financial LLC: VFQY position timeline

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

LPL Financial LLC held 36,190 VFQY 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 36,190 shares
    Change vs previous 13F +8,185 shares

    <0.01% of the 13F portfolio, value $6,162,796.

    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 28,005 shares
    Change vs previous 13F -11,265 shares

    <0.01% of the 13F portfolio, value $4,179,196.

    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 39,270 shares
    Change vs previous 13F +1,260 shares

    <0.01% of the 13F portfolio, value $6,024,441.

    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 38,010 shares
    Change vs previous 13F +323 shares

    <0.01% of the 13F portfolio, value $5,732,711.

    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 37,687 shares
    Change vs previous 13F -1,094 shares

    <0.01% of the 13F portfolio, value $5,416,336.

    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 38,781 shares
    Change vs previous 13F -47,018 shares

    <0.01% of the 13F portfolio, value $5,183,224.

    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 85,799 shares
    Change vs previous 13F +13,739 shares

    <0.01% of the 13F portfolio, value $12,088,283.

    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 72,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,295,908.

    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).