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Disclosery

LPL Financial LLC: BSMR position timeline

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

LPL Financial LLC held 511,446 BSMR 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 511,446 shares
    Change vs previous 13F +11,372 shares

    <0.01% of the 13F portfolio, value $12,090,590.

    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 500,074 shares
    Change vs previous 13F +54,274 shares

    <0.01% of the 13F portfolio, value $11,828,742.

    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 445,800 shares
    Change vs previous 13F +32,144 shares

    <0.01% of the 13F portfolio, value $10,549,943.

    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 413,656 shares
    Change vs previous 13F -12,826 shares

    <0.01% of the 13F portfolio, value $9,787,090.

    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 426,482 shares
    Change vs previous 13F +87,575 shares

    <0.01% of the 13F portfolio, value $10,009,527.

    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 338,907 shares
    Change vs previous 13F +40,529 shares

    <0.01% of the 13F portfolio, value $7,981,250.

    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 298,378 shares
    Change vs previous 13F +18,040 shares

    <0.01% of the 13F portfolio, value $7,041,727.

    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 280,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,644,009.

    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).