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Disclosery

LPL Financial LLC: VMBS position timeline

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

LPL Financial LLC held 6,295,640 VMBS 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 6,295,640 shares
    Change vs previous 13F -17,428 shares

    0.07% of the 13F portfolio, value $294,698,856.

    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 6,313,068 shares
    Change vs previous 13F +21,890 shares

    0.08% of the 13F portfolio, value $296,398,496.

    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 6,291,178 shares
    Change vs previous 13F +136,738 shares

    0.08% of the 13F portfolio, value $296,188,599.

    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 6,154,440 shares
    Change vs previous 13F +49,616 shares

    0.08% of the 13F portfolio, value $289,012,476.

    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 6,104,824 shares
    Change vs previous 13F +188,971 shares

    0.09% of the 13F portfolio, value $282,897,491.

    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 5,915,853 shares
    Change vs previous 13F -131,650 shares

    0.11% of the 13F portfolio, value $273,963,100.

    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 6,047,503 shares
    Change vs previous 13F +866,903 shares

    0.11% of the 13F portfolio, value $274,193,719.

    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 5,180,600 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $244,576,090.

    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).