Skip to content
Disclosery

LPL Financial LLC: SCHC position timeline

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

LPL Financial LLC held 126,816 SCHC 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 126,816 shares
    Change vs previous 13F +6,704 shares

    <0.01% of the 13F portfolio, value $6,102,384.

    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 120,112 shares
    Change vs previous 13F +12,124 shares

    <0.01% of the 13F portfolio, value $5,614,044.

    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 107,988 shares
    Change vs previous 13F +5,962 shares

    <0.01% of the 13F portfolio, value $4,916,682.

    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 102,026 shares
    Change vs previous 13F -13,169 shares

    <0.01% of the 13F portfolio, value $4,643,217.

    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 115,195 shares
    Change vs previous 13F +3,841 shares

    <0.01% of the 13F portfolio, value $4,906,164.

    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 111,354 shares
    Change vs previous 13F -76,421 shares

    <0.01% of the 13F portfolio, value $3,995,392.

    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 187,775 shares
    Change vs previous 13F -16,907 shares

    <0.01% of the 13F portfolio, value $6,446,308.

    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 204,682 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,886,400.

    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).