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Disclosery

LPL Financial LLC: VOT position timeline

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

LPL Financial LLC held 915,170 VOT 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 915,170 shares
    Change vs previous 13F +14,182 shares

    0.06% of the 13F portfolio, value $280,316,656.

    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 900,988 shares
    Change vs previous 13F +24,587 shares

    0.06% of the 13F portfolio, value $231,869,256.

    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 876,401 shares
    Change vs previous 13F +55,656 shares

    0.07% of the 13F portfolio, value $244,638,498.

    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 820,745 shares
    Change vs previous 13F +77,241 shares

    0.07% of the 13F portfolio, value $241,126,655.

    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 743,504 shares
    Change vs previous 13F +69,347 shares

    0.07% of the 13F portfolio, value $211,445,226.

    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 674,157 shares
    Change vs previous 13F -8,448 shares

    0.06% of the 13F portfolio, value $164,925,815.

    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 682,605 shares
    Change vs previous 13F +66,679 shares

    0.07% of the 13F portfolio, value $173,210,961.

    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 615,926 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $149,959,518.

    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).