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Disclosery

LPL Financial LLC: ZION position timeline

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

LPL Financial LLC held 59,787 ZION 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 59,787 shares
    Change vs previous 13F -8,922 shares

    <0.01% of the 13F portfolio, value $4,136,693.

    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 68,709 shares
    Change vs previous 13F +22,661 shares

    <0.01% of the 13F portfolio, value $3,959,034.

    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 46,048 shares
    Change vs previous 13F -4,788 shares

    <0.01% of the 13F portfolio, value $2,695,673.

    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 50,836 shares
    Change vs previous 13F -6,476 shares

    <0.01% of the 13F portfolio, value $2,876,292.

    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 57,312 shares
    Change vs previous 13F -6,053 shares

    <0.01% of the 13F portfolio, value $2,976,805.

    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 63,365 shares
    Change vs previous 13F +3,756 shares

    <0.01% of the 13F portfolio, value $3,159,362.

    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 59,609 shares
    Change vs previous 13F -1,144 shares

    <0.01% of the 13F portfolio, value $3,233,805.

    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 60,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,868,747.

    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).