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LPL Financial LLC: BSMT position timeline

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

LPL Financial LLC held 324,270 BSMT 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 324,270 shares
    Change vs previous 13F +24,711 shares

    <0.01% of the 13F portfolio, value $7,467,945.

    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 299,559 shares
    Change vs previous 13F +27,739 shares

    <0.01% of the 13F portfolio, value $6,896,975.

    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 271,820 shares
    Change vs previous 13F +23,866 shares

    <0.01% of the 13F portfolio, value $6,292,641.

    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 247,954 shares
    Change vs previous 13F +32,476 shares

    <0.01% of the 13F portfolio, value $5,727,742.

    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 215,478 shares
    Change vs previous 13F +2,062 shares

    <0.01% of the 13F portfolio, value $4,893,503.

    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 213,416 shares
    Change vs previous 13F +38,654 shares

    <0.01% of the 13F portfolio, value $4,853,084.

    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 174,762 shares
    Change vs previous 13F +43,706 shares

    <0.01% of the 13F portfolio, value $4,009,036.

    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 131,056 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,049,670.

    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).