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Disclosery

LPL Financial LLC: VGM position timeline

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

LPL Financial LLC held 625,750 VGM 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 625,750 shares
    Change vs previous 13F -64,760 shares

    <0.01% of the 13F portfolio, value $6,632,946.

    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 690,510 shares
    Change vs previous 13F -164,954 shares

    <0.01% of the 13F portfolio, value $6,815,332.

    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 855,464 shares
    Change vs previous 13F +96,570 shares

    <0.01% of the 13F portfolio, value $8,871,163.

    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 758,894 shares
    Change vs previous 13F +584,513 shares

    <0.01% of the 13F portfolio, value $7,680,007.

    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 174,381 shares
    Change vs previous 13F -285,007 shares

    <0.01% of the 13F portfolio, value $1,654,874.

    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 459,388 shares
    Change vs previous 13F +97,916 shares

    <0.01% of the 13F portfolio, value $4,575,504.

    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 361,472 shares
    Change vs previous 13F +212,940 shares

    <0.01% of the 13F portfolio, value $3,650,868.

    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 148,532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,568,498.

    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).