LPL Financial LLC RSSS — RESEARCH SOLUTIONS INC

Ownership history in LPL Financial LLC  ·  7 quarters on record

AI Ownership Summary

LPL Financial LLC reported RESEARCH SOLUTIONS INC (RSSS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows RSSS 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 RSSS 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 RESEARCH SOLUTIONS 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 Q1

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

RSSS stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held RSSS — position size vs. price
% of Fund (quarterly)    RSSS 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 Q1 UNCHANGED — — — 146,307 — 0% 0.00% $331K 2026-05-06 $2.50
2025 Q4 REDUCED — — — 146,307 -3,000 -2.0% 0.00% $430K 2026-02-11 $2.51
2025 Q3 REDUCED 56.5% -20.9% ✅ 149,307 -194,002 -56.5% 0.00% $557K 2025-11-12 $3.07
2025 Q2 REDUCED — — — 343,309 -17,250 -4.8% 0.00% $985K 2025-08-12 $2.76
2025 Q1 ADDED — — — 360,559 +8,800 +2.5% 0.00% $937K 2025-05-07 $2.79
2024 Q4 REDUCED — — — 351,759 -11,550 -3.2% 0.00% $1.5M 2025-02-11 $3.90
2024 Q3 INITIATED — — — 363,309 — — 0.00% $992K 2024-11-08 $2.67

🏢 Other funds also holding RSSS

As of 2026 Q1 — sorted by position size

BARD ASSOCIATES INC 3Y 7Y 0.35% Navalign, LLC 3Y 0.14% PARTHENON LLC 3Y 7Y 0.1% 4Thought Financial Group Inc. 3Y 0.09% North Star Investment Management Corp. 3Y 7Y 0.05% Integrated Quantitative Investments LLC 0.03% Dynamic Advisor Solutions LLC 3Y 7Y 0.02% Rothschild Wealth LLC 3Y 0.01% Hillsdale Investment Management Inc. 3Y 7Y 0.01% Financial Management Professionals, Inc. 3Y 7Y 0.0%

FAQ About LPL Financial LLC and RSSS

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 RSSS?

LPL Financial LLC reported RSSS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for RSSS was 0.00% in 2024 Q4.

What is the latest reported RSSS position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 146,307 shares, equal to 0.00% of portfolio, with an estimated market value of $331K.

What does the chart on this RSSS ownership page compare?

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

Based on 13F filing dates vs. subsequent RSSS price moves, LPL Financial LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on RSSS relative to SPY over the holding period was -17.6%.

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