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Disclosery

LPL Financial LLC: SBRA position timeline

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

LPL Financial LLC held 199,465 SBRA 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 199,465 shares
    Change vs previous 13F +36,157 shares

    <0.01% of the 13F portfolio, value $3,891,570.

    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 163,308 shares
    Change vs previous 13F +26,075 shares

    <0.01% of the 13F portfolio, value $3,140,420.

    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 137,233 shares
    Change vs previous 13F +26,130 shares

    <0.01% of the 13F portfolio, value $2,599,187.

    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 111,103 shares
    Change vs previous 13F -18,191 shares

    <0.01% of the 13F portfolio, value $2,070,962.

    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 129,294 shares
    Change vs previous 13F +3,026 shares

    <0.01% of the 13F portfolio, value $2,384,176.

    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 126,268 shares
    Change vs previous 13F +957 shares

    <0.01% of the 13F portfolio, value $2,205,910.

    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 125,311 shares
    Change vs previous 13F +10,148 shares

    <0.01% of the 13F portfolio, value $2,170,380.

    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 115,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,143,175.

    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).