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Disclosery

LPL Financial LLC: SDG position timeline

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

LPL Financial LLC held 25,160 SDG 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 25,160 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $2,250,039.

    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 25,186 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $2,114,390.

    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 25,730 shares
    Change vs previous 13F +625 shares

    <0.01% of the 13F portfolio, value $2,167,118.

    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 25,105 shares
    Change vs previous 13F -1,848 shares

    <0.01% of the 13F portfolio, value $2,088,732.

    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 26,953 shares
    Change vs previous 13F -1,737 shares

    <0.01% of the 13F portfolio, value $2,044,653.

    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 28,690 shares
    Change vs previous 13F -3,676 shares

    <0.01% of the 13F portfolio, value $2,076,867.

    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 32,366 shares
    Change vs previous 13F +10,836 shares

    <0.01% of the 13F portfolio, value $2,316,121.

    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 21,530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,825,540.

    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).