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Disclosery

LPL Financial LLC: SAUG position timeline

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

LPL Financial LLC held 46,718 SAUG 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 46,718 shares
    Change vs previous 13F -21,403 shares

    <0.01% of the 13F portfolio, value $1,297,592.

    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 68,121 shares
    Change vs previous 13F +5,443 shares

    <0.01% of the 13F portfolio, value $1,753,781.

    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 62,678 shares
    Change vs previous 13F -1,206 shares

    <0.01% of the 13F portfolio, value $1,598,916.

    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 63,884 shares
    Change vs previous 13F +5,609 shares

    <0.01% of the 13F portfolio, value $1,599,655.

    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 58,275 shares
    Change vs previous 13F +21,285 shares

    <0.01% of the 13F portfolio, value $1,363,052.

    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 36,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $833,015.

    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).