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Disclosery

LPL Financial LLC: BSM position timeline

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

LPL Financial LLC held 166,849 BSM 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 166,849 shares
    Change vs previous 13F -4,791 shares

    <0.01% of the 13F portfolio, value $2,330,874.

    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 171,640 shares
    Change vs previous 13F -5,177 shares

    <0.01% of the 13F portfolio, value $2,595,192.

    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 176,817 shares
    Change vs previous 13F +10,167 shares

    <0.01% of the 13F portfolio, value $2,349,895.

    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 166,650 shares
    Change vs previous 13F -9,078 shares

    <0.01% of the 13F portfolio, value $2,189,781.

    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 175,728 shares
    Change vs previous 13F +28,222 shares

    <0.01% of the 13F portfolio, value $2,298,525.

    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 147,506 shares
    Change vs previous 13F +11,430 shares

    <0.01% of the 13F portfolio, value $2,252,415.

    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 136,076 shares
    Change vs previous 13F +16,174 shares

    <0.01% of the 13F portfolio, value $1,986,712.

    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 119,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,810,525.

    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).