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Disclosery

LPL Financial LLC: SACH position timeline

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

LPL Financial LLC held 56,285 SACH 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 56,285 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $52,981.

    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 56,223 shares
    Change vs previous 13F +13,320 shares

    <0.01% of the 13F portfolio, value $56,785.

    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 42,903 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $44,619.

    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 42,757 shares
    Change vs previous 13F +18,438 shares

    <0.01% of the 13F portfolio, value $47,460.

    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 24,319 shares
    Change vs previous 13F -15,102 shares

    <0.01% of the 13F portfolio, value $29,183.

    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 39,421 shares
    Change vs previous 13F -17,973 shares

    <0.01% of the 13F portfolio, value $45,728.

    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 57,394 shares
    Change vs previous 13F -7,468 shares

    <0.01% of the 13F portfolio, value $77,482.

    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 64,862 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,453.

    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).