LPL Financial LLC LFCR LANDEC CORP

Ownership history in LPL Financial LLC  ·  6 quarters on record

AI Ownership Summary

LPL Financial LLC reported LANDEC CORP (LFCR) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows LFCR 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 LFCR 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 LANDEC CORP, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

How LPL Financial LLC held LFCR — position size vs. price
% of Fund (quarterly)    LFCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 207,790 +95,000 +84.2% 0.00% $773K 2026-05-06 $4.96
2025 Q4 REDUCED 23.9% -54.5% 112,790 -35,400 -23.9% 0.00% $923K 2026-02-11 $7.23
2025 Q3 UNCHANGED 148,190 0% 0.00% $1.1M 2025-11-12 $8.22
2025 Q2 ADDED 148,190 +2,290 +1.6% 0.00% $1.2M 2025-08-12 $7.63
2025 Q1 ADDED 145,900 +130,685 +858.9% 0.00% $1.0M 2025-05-07 $7.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LPL Financial LLC and LFCR

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 LFCR?

LPL Financial LLC reported LFCR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for LFCR was 0.00% in 2025 Q2.

What is the latest reported LFCR position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 207,790 shares, equal to 0.00% of portfolio, with an estimated market value of $773K.

What does the chart on this LFCR ownership page compare?

The chart compares LPL Financial LLC's quarterly LFCR 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 LFCR position?

Based on 13F filing dates vs. subsequent LFCR price moves, LPL Financial LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on LFCR relative to SPY over the holding period was -46.4%.

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