LPL Financial LLC: YLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on YLD, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 1,526,597 YLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,526,597 sharesChange vs previous 13F +186,562 shares
0.01% of the 13F portfolio, value $29,127,463.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,340,035 sharesChange vs previous 13F -24,556 shares
0.01% of the 13F portfolio, value $25,407,060.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,364,591 sharesChange vs previous 13F -337,800 shares
0.01% of the 13F portfolio, value $25,934,049.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,702,391 sharesChange vs previous 13F +290,265 shares
0.01% of the 13F portfolio, value $33,110,126.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,412,126 sharesChange vs previous 13F +20,543 shares
0.01% of the 13F portfolio, value $27,352,872.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,391,583 sharesChange vs previous 13F +760,505 shares
0.01% of the 13F portfolio, value $26,509,647.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 631,078 sharesChange vs previous 13F +240,837 shares
<0.01% of the 13F portfolio, value $12,104,078.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 390,241 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $7,621,403.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).