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Disclosery

LPL Financial LLC: SBSI position timeline

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

LPL Financial LLC held 22,727 SBSI 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 22,727 shares
    Change vs previous 13F +6,708 shares

    <0.01% of the 13F portfolio, value $799,776.

    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 16,019 shares
    Change vs previous 13F -1,228 shares

    <0.01% of the 13F portfolio, value $498,018.

    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 17,247 shares
    Change vs previous 13F -4,621 shares

    <0.01% of the 13F portfolio, value $524,145.

    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 21,868 shares
    Change vs previous 13F -714 shares

    <0.01% of the 13F portfolio, value $617,779.

    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 22,582 shares
    Change vs previous 13F -2,801 shares

    <0.01% of the 13F portfolio, value $664,599.

    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 25,383 shares
    Change vs previous 13F -3,057 shares

    <0.01% of the 13F portfolio, value $735,099.

    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 28,440 shares
    Change vs previous 13F -4,931 shares

    <0.01% of the 13F portfolio, value $903,243.

    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 33,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,115,592.

    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).