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Disclosery

LPL Financial LLC: Z position timeline

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

LPL Financial LLC held 73,250 Z 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 73,250 shares
    Change vs previous 13F +42,695 shares

    <0.01% of the 13F portfolio, value $2,308,840.

    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 30,555 shares
    Change vs previous 13F +2,329 shares

    <0.01% of the 13F portfolio, value $1,264,366.

    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 28,226 shares
    Change vs previous 13F -1,864 shares

    <0.01% of the 13F portfolio, value $1,925,578.

    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 30,090 shares
    Change vs previous 13F +10,169 shares

    <0.01% of the 13F portfolio, value $2,318,434.

    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 19,921 shares
    Change vs previous 13F +457 shares

    <0.01% of the 13F portfolio, value $1,395,466.

    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 19,464 shares
    Change vs previous 13F +629 shares

    <0.01% of the 13F portfolio, value $1,334,452.

    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 18,835 shares
    Change vs previous 13F -12,977 shares

    <0.01% of the 13F portfolio, value $1,394,732.

    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 31,812 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,031,196.

    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).