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Disclosery

LPL Financial LLC: SDVD position timeline

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

LPL Financial LLC held 1,576,054 SDVD 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 1,576,054 shares
    Change vs previous 13F +309,729 shares

    0.01% of the 13F portfolio, value $36,391,092.

    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 1,266,325 shares
    Change vs previous 13F +492,195 shares

    0.01% of the 13F portfolio, value $27,479,246.

    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 774,130 shares
    Change vs previous 13F +207,481 shares

    <0.01% of the 13F portfolio, value $16,612,826.

    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 566,649 shares
    Change vs previous 13F +166,436 shares

    <0.01% of the 13F portfolio, value $12,250,941.

    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 400,213 shares
    Change vs previous 13F +310,673 shares

    <0.01% of the 13F portfolio, value $8,208,368.

    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 89,540 shares
    Change vs previous 13F +61,254 shares

    <0.01% of the 13F portfolio, value $1,788,123.

    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 28,286 shares
    Change vs previous 13F +15,951 shares

    <0.01% of the 13F portfolio, value $608,579.

    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 12,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $272,110.

    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).