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Disclosery

LPL Financial LLC: SAN position timeline

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

LPL Financial LLC held 1,742,745 SAN 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 1,742,745 shares
    Change vs previous 13F +56,538 shares

    0.01% of the 13F portfolio, value $24,049,886.

    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 1,686,207 shares
    Change vs previous 13F +140,341 shares

    0.01% of the 13F portfolio, value $19,020,411.

    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 1,545,866 shares
    Change vs previous 13F +94,531 shares

    <0.01% of the 13F portfolio, value $18,133,004.

    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 1,451,335 shares
    Change vs previous 13F +539,476 shares

    <0.01% of the 13F portfolio, value $15,209,987.

    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 911,859 shares
    Change vs previous 13F +322,646 shares

    <0.01% of the 13F portfolio, value $7,568,427.

    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 589,213 shares
    Change vs previous 13F +25,668 shares

    <0.01% of the 13F portfolio, value $3,947,726.

    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 563,545 shares
    Change vs previous 13F +30,906 shares

    <0.01% of the 13F portfolio, value $2,569,767.

    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 532,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,716,461.

    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).