LPL Financial LLC

Position in BLNE — Beeline Holdings, Inc.

CIK 1403438 FORT MILL, SC

Position in BLNE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$139,547

-$49,353 QoQ

Shares Held

114,383

+42.3% QoQ

Ownership

0.347%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 38 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $34,159,184 across 5 Mortgage Finance names. BLNE ranks #3 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,127,729	$33,511,731
2	UWMC	UWM Holdings Corp	139,456	$319,354
3	BLNE	Beeline Holdings, Inc. This page	114,383	$139,547
4	LDI	loanDepot, Inc.	92,610	$115,762
5	GHI	Greystone Housing Impact Investors LP	12,550	$72,790

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$139,547	114,383	+42.3%	Shares	Sole	2026-08-07
2026-03-31	$188,900	80,383	+369.2%	Shares	Sole	2026-05-06
2025-12-31	$29,468	17,133	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.