LPL Financial LLC DBE — INVESCO DB MLTI SECTR CMMTY

Ownership history in LPL Financial LLC  ·  28 quarters on record

AI Ownership Summary

LPL Financial LLC reported INVESCO DB MLTI SECTR CMMTY (DBE) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows DBE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DBE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in INVESCO DB MLTI SECTR CMMTY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DBE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DBE stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held DBE — position size vs. price
% of Fund (quarterly)    DBE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23,896 -15,736 -39.7% 0.00% $704K 2026-05-06 $30.97
2025 Q4 ADDED — — — 39,632 +88 +0.2% 0.00% $692K 2026-02-11 $19.64
2025 Q3 REDUCED 30.9% -3.6% ✅ 39,544 -17,696 -30.9% 0.00% $752K 2025-11-12 $18.42
2025 Q2 REDUCED 39.2% +2.8% ❌ 57,240 -36,892 -39.2% 0.00% $1.1M 2025-08-12 $17.86
2025 Q1 ADDED — — — 94,132 +12,335 +15.1% 0.00% $1.8M 2025-05-07 $16.43
2024 Q4 REDUCED 29.4% +5.7% ❌ 81,797 -34,080 -29.4% 0.00% $1.5M 2025-02-11 $18.91
2024 Q3 ADDED — — — 115,877 +6,896 +6.3% 0.00% $2.2M 2024-11-08 $17.33
2024 Q2 REDUCED — — — 108,981 -4,610 -4.1% 0.00% $2.3M 2024-08-07 $17.76
2024 Q1 REDUCED — — — 113,591 -3,290 -2.8% 0.00% $2.4M 2024-05-10 $18.18
2023 Q4 ADDED — — — 116,881 +16,399 +16.3% 0.00% $2.2M 2024-02-14 $17.91
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DBE

As of 2026 Q1 — sorted by position size

PARTNERS WEALTH MANAGEMENT, LLC 0.51% Bright Futures Wealth Management, LLC. 0.16% Leo Wealth, LLC 0.07% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% UBS Group AG 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0%

FAQ About LPL Financial LLC and DBE

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning DBE?

LPL Financial LLC reported DBE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DBE position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for DBE was 0.00% in 2023 Q4.

What is the latest reported DBE position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 23,896 shares, equal to 0.00% of portfolio, with an estimated market value of $704K.

What does the chart on this DBE ownership page compare?

The chart compares LPL Financial LLC's quarterly DBE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their DBE position?

Based on 13F filing dates vs. subsequent DBE price moves, LPL Financial LLC correctly timed 14 out of 27 reported position changes (52%). The annualised alpha on DBE relative to SPY over the holding period was -2.2%.

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