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Disclosery

LPL Financial LLC: ZROZ position timeline

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

LPL Financial LLC held 686,112 ZROZ 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 686,112 shares
    Change vs previous 13F +52,244 shares

    0.01% of the 13F portfolio, value $43,979,750.

    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 633,868 shares
    Change vs previous 13F -20,934 shares

    0.01% of the 13F portfolio, value $40,573,894.

    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 654,802 shares
    Change vs previous 13F -142,149 shares

    0.01% of the 13F portfolio, value $42,071,035.

    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 796,951 shares
    Change vs previous 13F -15,982 shares

    0.02% of the 13F portfolio, value $54,160,806.

    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 812,933 shares
    Change vs previous 13F -11,901 shares

    0.02% of the 13F portfolio, value $54,523,414.

    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 824,834 shares
    Change vs previous 13F -38,087 shares

    0.02% of the 13F portfolio, value $59,082,845.

    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 862,921 shares
    Change vs previous 13F -248,427 shares

    0.02% of the 13F portfolio, value $59,213,602.

    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 1,111,348 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $91,597,295.

    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).