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Disclosery

LPL Financial LLC: SBR position timeline

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

LPL Financial LLC held 28,276 SBR 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 28,276 shares
    Change vs previous 13F +1,457 shares

    <0.01% of the 13F portfolio, value $2,069,808.

    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 26,819 shares
    Change vs previous 13F +1,778 shares

    <0.01% of the 13F portfolio, value $2,020,554.

    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 25,041 shares
    Change vs previous 13F -1,482 shares

    <0.01% of the 13F portfolio, value $1,717,028.

    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 26,523 shares
    Change vs previous 13F +3,600 shares

    <0.01% of the 13F portfolio, value $2,107,482.

    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 22,923 shares
    Change vs previous 13F +888 shares

    <0.01% of the 13F portfolio, value $1,528,497.

    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 22,035 shares
    Change vs previous 13F +3,062 shares

    <0.01% of the 13F portfolio, value $1,491,572.

    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 18,973 shares
    Change vs previous 13F -8,145 shares

    <0.01% of the 13F portfolio, value $1,229,655.

    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 27,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,675,094.

    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).