Skip to content

LPL Financial LLC: VPV position timeline

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

LPL Financial LLC held 74,153 VPV 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 74,153 shares
    Change vs previous 13F +22,810 shares

    <0.01% of the 13F portfolio, value $839,414.

    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 51,343 shares
    Change vs previous 13F -2,925 shares

    <0.01% of the 13F portfolio, value $542,692.

    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 54,268 shares
    Change vs previous 13F +11,604 shares

    <0.01% of the 13F portfolio, value $567,644.

    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 42,664 shares
    Change vs previous 13F +12,274 shares

    <0.01% of the 13F portfolio, value $440,720.

    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 30,390 shares
    Change vs previous 13F -6,223 shares

    <0.01% of the 13F portfolio, value $305,726.

    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 36,613 shares
    Change vs previous 13F -2,013 shares

    <0.01% of the 13F portfolio, value $373,082.

    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 38,626 shares
    Change vs previous 13F +1,826 shares

    <0.01% of the 13F portfolio, value $397,458.

    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 36,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $416,205.

    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).