Skip to content
Disclosery

LPL Financial LLC: BSMS position timeline

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

LPL Financial LLC held 525,668 BSMS 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 525,668 shares
    Change vs previous 13F +14,522 shares

    <0.01% of the 13F portfolio, value $12,321,646.

    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 511,146 shares
    Change vs previous 13F +32,616 shares

    <0.01% of the 13F portfolio, value $11,958,353.

    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 478,530 shares
    Change vs previous 13F +51,111 shares

    <0.01% of the 13F portfolio, value $11,245,450.

    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 427,419 shares
    Change vs previous 13F +49,983 shares

    <0.01% of the 13F portfolio, value $10,008,022.

    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 377,436 shares
    Change vs previous 13F +35,188 shares

    <0.01% of the 13F portfolio, value $8,767,835.

    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 342,248 shares
    Change vs previous 13F +52,468 shares

    <0.01% of the 13F portfolio, value $7,931,598.

    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 289,780 shares
    Change vs previous 13F +36,978 shares

    <0.01% of the 13F portfolio, value $6,760,578.

    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 252,802 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,961,080.

    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).