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LPL Financial LLC: VOE position timeline

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

LPL Financial LLC held 1,161,630 VOE 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 1,161,630 shares
    Change vs previous 13F +67,695 shares

    0.05% of the 13F portfolio, value $229,538,040.

    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 1,093,935 shares
    Change vs previous 13F +18,692 shares

    0.05% of the 13F portfolio, value $201,590,394.

    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 1,075,243 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $190,715,917.

    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 1,075,440 shares
    Change vs previous 13F +11,478 shares

    0.05% of the 13F portfolio, value $187,750,230.

    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 1,063,962 shares
    Change vs previous 13F +37,337 shares

    0.06% of the 13F portfolio, value $174,979,122.

    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 1,026,625 shares
    Change vs previous 13F -21,502 shares

    0.06% of the 13F portfolio, value $164,814,355.

    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 1,048,127 shares
    Change vs previous 13F +106,294 shares

    0.07% of the 13F portfolio, value $169,555,468.

    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 941,833 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $157,917,063.

    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).