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Disclosery

Vident Advisory, LLC: LPL position timeline

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

Vident Advisory, LLC held 230,645 LPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,645 shares
    Change vs previous 13F +80,588 shares

    0.01% of the 13F portfolio, value $897,209.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 150,057 shares
    Change vs previous 13F +1,500 shares

    <0.01% of the 13F portfolio, value $582,221.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 148,557 shares
    Change vs previous 13F -38,931 shares

    0.01% of the 13F portfolio, value $625,425.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 187,488 shares
    Change vs previous 13F -137,304 shares

    0.01% of the 13F portfolio, value $978,687.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 324,792 shares
    Change vs previous 13F -67,558 shares

    0.01% of the 13F portfolio, value $1,110,789.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 392,350 shares
    Change vs previous 13F +123,994 shares

    0.02% of the 13F portfolio, value $1,220,209.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 268,356 shares
    Change vs previous 13F -143,299 shares

    0.01% of the 13F portfolio, value $823,855.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 411,655 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,667,215.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).