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Disclosery

LPL Financial LLC: VLUE position timeline

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

LPL Financial LLC held 981,271 VLUE 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 981,271 shares
    Change vs previous 13F +41,912 shares

    0.04% of the 13F portfolio, value $196,067,683.

    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 939,359 shares
    Change vs previous 13F +401,188 shares

    0.04% of the 13F portfolio, value $133,567,428.

    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 538,171 shares
    Change vs previous 13F +11,704 shares

    0.02% of the 13F portfolio, value $73,584,134.

    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 526,467 shares
    Change vs previous 13F -7,627 shares

    0.02% of the 13F portfolio, value $65,834,728.

    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 534,094 shares
    Change vs previous 13F +31,656 shares

    0.02% of the 13F portfolio, value $60,464,809.

    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 502,438 shares
    Change vs previous 13F -28,317 shares

    0.02% of the 13F portfolio, value $53,584,994.

    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 530,755 shares
    Change vs previous 13F -144,949 shares

    0.02% of the 13F portfolio, value $56,053,059.

    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 675,704 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $73,678,810.

    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).