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Disclosery

LPL Financial LLC: SDFI position timeline

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

LPL Financial LLC held 208,096 SDFI 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 208,096 shares
    Change vs previous 13F -32,885 shares

    <0.01% of the 13F portfolio, value $7,395,718.

    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 240,981 shares
    Change vs previous 13F -13,743 shares

    <0.01% of the 13F portfolio, value $8,586,159.

    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 254,724 shares
    Change vs previous 13F +41,010 shares

    <0.01% of the 13F portfolio, value $9,117,862.

    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 213,714 shares
    Change vs previous 13F +73,438 shares

    <0.01% of the 13F portfolio, value $7,678,016.

    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 140,276 shares
    Change vs previous 13F +62,368 shares

    <0.01% of the 13F portfolio, value $5,045,742.

    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 77,908 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $2,775,855.

    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 77,786 shares
    Change vs previous 13F +24,972 shares

    <0.01% of the 13F portfolio, value $2,742,338.

    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 52,814 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,896,897.

    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).