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LPL Financial LLC: SARO position timeline

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

LPL Financial LLC held 71,179 SARO 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 71,179 shares
    Change vs previous 13F +20,720 shares

    <0.01% of the 13F portfolio, value $2,128,964.

    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 50,459 shares
    Change vs previous 13F +6,417 shares

    <0.01% of the 13F portfolio, value $1,303,356.

    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 44,042 shares
    Change vs previous 13F +9,619 shares

    <0.01% of the 13F portfolio, value $1,263,125.

    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 34,423 shares
    Change vs previous 13F +14,395 shares

    <0.01% of the 13F portfolio, value $939,404.

    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 20,028 shares
    Change vs previous 13F +12,401 shares

    <0.01% of the 13F portfolio, value $633,886.

    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 7,627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $203,183.

    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).