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Disclosery

LPL Financial LLC: SAR position timeline

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

LPL Financial LLC held 111,909 SAR 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 111,909 shares
    Change vs previous 13F -2,086 shares

    <0.01% of the 13F portfolio, value $2,496,681.

    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 113,995 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $2,493,072.

    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 113,727 shares
    Change vs previous 13F +4,998 shares

    <0.01% of the 13F portfolio, value $2,623,680.

    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 108,729 shares
    Change vs previous 13F +12,045 shares

    <0.01% of the 13F portfolio, value $2,651,909.

    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 96,684 shares
    Change vs previous 13F +8,019 shares

    <0.01% of the 13F portfolio, value $2,397,754.

    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 88,665 shares
    Change vs previous 13F +1,361 shares

    <0.01% of the 13F portfolio, value $2,245,878.

    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 87,304 shares
    Change vs previous 13F -5,463 shares

    <0.01% of the 13F portfolio, value $2,088,304.

    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 92,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,151,258.

    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).