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Disclosery

LPL Financial LLC: SDIV position timeline

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

LPL Financial LLC held 1,083,477 SDIV 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 1,083,477 shares
    Change vs previous 13F +16,447 shares

    0.01% of the 13F portfolio, value $26,480,172.

    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 1,067,030 shares
    Change vs previous 13F +47,404 shares

    0.01% of the 13F portfolio, value $26,953,182.

    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 1,019,626 shares
    Change vs previous 13F +93,821 shares

    0.01% of the 13F portfolio, value $24,501,609.

    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 925,805 shares
    Change vs previous 13F +116,963 shares

    0.01% of the 13F portfolio, value $22,200,790.

    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 808,842 shares
    Change vs previous 13F +51,428 shares

    0.01% of the 13F portfolio, value $18,239,381.

    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 757,414 shares
    Change vs previous 13F +50,321 shares

    0.01% of the 13F portfolio, value $15,882,964.

    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 707,093 shares
    Change vs previous 13F +63,989 shares

    0.01% of the 13F portfolio, value $14,580,255.

    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 643,104 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,138,664.

    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).