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Disclosery

LPL Financial LLC: VTR position timeline

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

LPL Financial LLC held 266,459 VTR 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 266,459 shares
    Change vs previous 13F +56,533 shares

    0.01% of the 13F portfolio, value $23,661,554.

    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 209,926 shares
    Change vs previous 13F +3,217 shares

    <0.01% of the 13F portfolio, value $17,167,728.

    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 206,709 shares
    Change vs previous 13F -5,133 shares

    <0.01% of the 13F portfolio, value $15,995,156.

    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 211,842 shares
    Change vs previous 13F -3,332 shares

    <0.01% of the 13F portfolio, value $14,826,873.

    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 215,174 shares
    Change vs previous 13F +21,581 shares

    <0.01% of the 13F portfolio, value $13,588,252.

    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 193,593 shares
    Change vs previous 13F -32,788 shares

    0.01% of the 13F portfolio, value $13,311,474.

    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 226,381 shares
    Change vs previous 13F +11,767 shares

    0.01% of the 13F portfolio, value $13,331,586.

    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 214,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,763,195.

    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).