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Disclosery

LPL Financial LLC: YYY position timeline

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

LPL Financial LLC held 3,215,821 YYY 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 3,215,821 shares
    Change vs previous 13F +165,605 shares

    0.01% of the 13F portfolio, value $37,078,409.

    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 3,050,216 shares
    Change vs previous 13F +203,535 shares

    0.01% of the 13F portfolio, value $33,643,880.

    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 2,846,681 shares
    Change vs previous 13F +99,341 shares

    0.01% of the 13F portfolio, value $32,765,293.

    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 2,747,340 shares
    Change vs previous 13F +115,891 shares

    0.01% of the 13F portfolio, value $32,446,084.

    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 2,631,449 shares
    Change vs previous 13F +348,827 shares

    0.01% of the 13F portfolio, value $30,814,272.

    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 2,282,622 shares
    Change vs previous 13F +162,496 shares

    0.01% of the 13F portfolio, value $26,044,715.

    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 2,120,126 shares
    Change vs previous 13F +247,325 shares

    0.01% of the 13F portfolio, value $24,423,852.

    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 1,872,801 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,091,632.

    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).