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LPL Financial LLC: BSMW position timeline

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

LPL Financial LLC held 458,971 BSMW 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 458,971 shares
    Change vs previous 13F +37,049 shares

    <0.01% of the 13F portfolio, value $11,538,522.

    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 421,922 shares
    Change vs previous 13F -15,082 shares

    <0.01% of the 13F portfolio, value $10,486,373.

    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 437,004 shares
    Change vs previous 13F -5,052 shares

    <0.01% of the 13F portfolio, value $10,973,173.

    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 442,056 shares
    Change vs previous 13F +44,507 shares

    <0.01% of the 13F portfolio, value $11,040,337.

    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 397,549 shares
    Change vs previous 13F -17,074 shares

    <0.01% of the 13F portfolio, value $9,732,002.

    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 414,623 shares
    Change vs previous 13F +110,440 shares

    <0.01% of the 13F portfolio, value $10,199,716.

    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 304,183 shares
    Change vs previous 13F +87,455 shares

    <0.01% of the 13F portfolio, value $7,631,956.

    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 216,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,554,748.

    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).