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LPL Financial LLC: BSEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BSEP, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 34,055 BSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,055 shares
    Change vs previous 13F +2,243 shares

    <0.01% of the 13F portfolio, value $1,795,720.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,812 shares
    Change vs previous 13F -1,072 shares

    <0.01% of the 13F portfolio, value $1,529,632.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,884 shares
    Change vs previous 13F -6,195 shares

    <0.01% of the 13F portfolio, value $1,619,537.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,079 shares
    Change vs previous 13F -3,207 shares

    <0.01% of the 13F portfolio, value $1,886,968.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 42,286 shares
    Change vs previous 13F +1,414 shares

    <0.01% of the 13F portfolio, value $1,909,822.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,872 shares
    Change vs previous 13F +4,935 shares

    <0.01% of the 13F portfolio, value $1,707,440.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,937 shares
    Change vs previous 13F -2,444 shares

    <0.01% of the 13F portfolio, value $1,541,758.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,381 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,616,734.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).