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Disclosery

LPL Financial LLC: SAM position timeline

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

LPL Financial LLC held 4,212 SAM 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 4,212 shares
    Change vs previous 13F -662 shares

    <0.01% of the 13F portfolio, value $745,650.

    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 4,874 shares
    Change vs previous 13F -2,294 shares

    <0.01% of the 13F portfolio, value $1,122,970.

    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 7,168 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $1,398,692.

    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 6,440 shares
    Change vs previous 13F +1,817 shares

    <0.01% of the 13F portfolio, value $1,361,545.

    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 4,623 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $882,115.

    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 4,922 shares
    Change vs previous 13F +1,137 shares

    <0.01% of the 13F portfolio, value $1,175,451.

    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 3,785 shares
    Change vs previous 13F -296 shares

    <0.01% of the 13F portfolio, value $1,135,424.

    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 4,081 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,179,980.

    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).