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Disclosery

LPL Financial LLC: YEAR position timeline

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

LPL Financial LLC held 3,046,221 YEAR 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 3,046,221 shares
    Change vs previous 13F -201,851 shares

    0.03% of the 13F portfolio, value $153,346,763.

    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 3,248,072 shares
    Change vs previous 13F +119,465 shares

    0.04% of the 13F portfolio, value $163,946,406.

    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 3,128,607 shares
    Change vs previous 13F -404,918 shares

    0.04% of the 13F portfolio, value $157,932,086.

    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 3,533,525 shares
    Change vs previous 13F +107,046 shares

    0.05% of the 13F portfolio, value $179,061,372.

    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 3,426,479 shares
    Change vs previous 13F +281,023 shares

    0.06% of the 13F portfolio, value $173,585,429.

    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 3,145,456 shares
    Change vs previous 13F +194,220 shares

    0.06% of the 13F portfolio, value $159,191,527.

    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 2,951,236 shares
    Change vs previous 13F +289,464 shares

    0.06% of the 13F portfolio, value $148,594,717.

    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 2,661,772 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $135,337,807.

    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).