Ownership history in LPL Financial LLC · 36 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in FRANKLIN LIBERTYQ (DIEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 203,774 | +58,874 | +40.6% | 0.00% | $6.8M | $33.55 |
| 2025 Q3 | ADDED | 144,900 | +23,721 | +19.6% | 0.00% | $4.7M | $31.76 |
| 2025 Q2 | ADDED | 121,179 | +58,351 | +92.9% | 0.00% | $3.6M | $29.30 |
| 2025 Q1 | ADDED | 62,828 | +15,717 | +33.4% | 0.00% | $1.7M | $26.27 |
| 2024 Q4 | ADDED | 47,111 | +18,480 | +64.5% | 0.00% | $1.2M | $25.65 |
| 2024 Q3 | REDUCED | 28,631 | -7,733 | -21.3% | 0.00% | $807K | $27.04 |
| 2024 Q2 | ADDED | 36,364 | +4,278 | +13.3% | 0.00% | $967K | $25.08 |
| 2024 Q1 | REDUCED | 32,086 | -261 | -0.8% | 0.00% | $822K | $23.63 |
| 2023 Q4 | REDUCED | 32,347 | -4,858 | -13.1% | 0.00% | $802K | $22.84 |
| 2023 Q3 | REDUCED | 37,205 | -6,592 | -15.1% | 0.00% | $851K | $20.88 |
As of 2025 Q4 — sorted by position size