LPL Financial LLC MCHX — MARCHEX INC

Ownership history in LPL Financial LLC  ·  7 quarters on record

AI Ownership Summary

LPL Financial LLC reported MARCHEX INC (MCHX) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows MCHX 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.

What this MCHX 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 MARCHEX INC, 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 Q2

MCHX 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
2024 Q4 to 2026 Q2

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.

MCHX stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held MCHX — position size vs. price
% of Fund (quarterly)    MCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 31,190 — 0% 0.00% $50K 2026-08-07 $1.80
2026 Q1 REDUCED — — — 31,190 -50 -0.2% 0.00% $48K 2026-05-06 $1.64
2025 Q4 UNCHANGED — — — 31,240 — 0% 0.00% $52K 2026-02-11 $1.60
2025 Q3 UNCHANGED — — — 31,240 — 0% 0.00% $56K 2025-11-12 $1.60
2025 Q2 UNCHANGED — — — 31,240 — 0% 0.00% $68K 2025-08-12 $2.03
2025 Q1 ADDED — — — 31,240 +50 +0.2% 0.00% $51K 2025-05-07 $1.41
2024 Q4 INITIATED — — — 31,190 — — 0.00% $55K 2025-02-11 $1.97

🏢 Other funds also holding MCHX

As of 2026 Q2 — sorted by position size

Acuitas Investments, LLC 3Y 7Y 11.74% P.A.W. CAPITAL CORP 3Y 7Y 0.49% MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.02% Arax Advisory Partners 3Y 7Y 0.0% Independent Advisor Alliance 3Y 7Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% BlackRock, Inc. 0.0% STATE STREET CORP 3Y 7Y 0.0%

FAQ About LPL Financial LLC and MCHX

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 MCHX?

LPL Financial LLC reported MCHX across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

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

What is the latest reported MCHX position on this page?

The most recent filing on this page is 2026 Q2, when LPL Financial LLC reported 31,190 shares, equal to 0.00% of portfolio, with an estimated market value of $50K.

What does the chart on this MCHX ownership page compare?

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

Based on 13F filing dates vs. subsequent MCHX price moves, LPL Financial LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MCHX relative to SPY over the holding period was -21.1%.

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