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LPL Financial LLC: LSGR position timeline

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

LPL Financial LLC held 2,331,803 LSGR 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 2,331,803 shares
    Change vs previous 13F +102,473 shares

    0.02% of the 13F portfolio, value $98,238,849.

    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 2,229,330 shares
    Change vs previous 13F +483,308 shares

    0.02% of the 13F portfolio, value $87,813,296.

    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 1,746,022 shares
    Change vs previous 13F +373,412 shares

    0.02% of the 13F portfolio, value $78,151,961.

    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 1,372,610 shares
    Change vs previous 13F +243,849 shares

    0.02% of the 13F portfolio, value $60,960,474.

    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 1,128,761 shares
    Change vs previous 13F +253,355 shares

    0.02% of the 13F portfolio, value $47,220,577.

    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 875,406 shares
    Change vs previous 13F +835,375 shares

    0.01% of the 13F portfolio, value $30,386,124.

    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 40,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,554,804.

    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).