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LPL Financial LLC: SBI position timeline

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

LPL Financial LLC held 97,699 SBI 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 97,699 shares
    Change vs previous 13F +8,535 shares

    <0.01% of the 13F portfolio, value $768,890.

    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 89,164 shares
    Change vs previous 13F -101,691 shares

    <0.01% of the 13F portfolio, value $684,779.

    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 190,855 shares
    Change vs previous 13F +20,265 shares

    <0.01% of the 13F portfolio, value $1,465,765.

    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 170,590 shares
    Change vs previous 13F +13,424 shares

    <0.01% of the 13F portfolio, value $1,349,367.

    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 157,166 shares
    Change vs previous 13F -4,069 shares

    <0.01% of the 13F portfolio, value $1,181,890.

    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 161,235 shares
    Change vs previous 13F +5,363 shares

    <0.01% of the 13F portfolio, value $1,257,630.

    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 155,872 shares
    Change vs previous 13F -652 shares

    <0.01% of the 13F portfolio, value $1,206,453.

    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 156,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,283,497.

    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).