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Disclosery

LPL Financial LLC: XYZ position timeline

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

LPL Financial LLC held 426,982 XYZ 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 426,982 shares
    Change vs previous 13F -22,890 shares

    0.01% of the 13F portfolio, value $32,450,592.

    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 449,872 shares
    Change vs previous 13F -35,015 shares

    0.01% of the 13F portfolio, value $27,073,302.

    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 484,887 shares
    Change vs previous 13F -37,957 shares

    0.01% of the 13F portfolio, value $31,561,298.

    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 522,844 shares
    Change vs previous 13F -32,026 shares

    0.01% of the 13F portfolio, value $37,785,872.

    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 554,870 shares
    Change vs previous 13F +13,235 shares

    0.01% of the 13F portfolio, value $37,692,292.

    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 541,635 shares
    Change vs previous 13F -29,584 shares

    0.01% of the 13F portfolio, value $29,427,033.

    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 571,219 shares
    Change vs previous 13F +54,331 shares

    0.02% of the 13F portfolio, value $48,547,876.

    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 516,888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $34,698,689.

    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).