Skip to content
Disclosery

LPL Financial LLC: SDVY position timeline

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

LPL Financial LLC held 26,039,851 SDVY 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 26,039,851 shares
    Change vs previous 13F +1,168,999 shares

    0.25% of the 13F portfolio, value $1,123,359,023.

    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 24,870,852 shares
    Change vs previous 13F -21,317 shares

    0.26% of the 13F portfolio, value $980,657,548.

    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 24,892,169 shares
    Change vs previous 13F +1,135,800 shares

    0.26% of the 13F portfolio, value $953,867,803.

    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 23,756,369 shares
    Change vs previous 13F +219,937 shares

    0.26% of the 13F portfolio, value $903,204,943.

    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 23,536,432 shares
    Change vs previous 13F +162,418 shares

    0.28% of the 13F portfolio, value $830,365,222.

    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 23,374,014 shares
    Change vs previous 13F +1,438,128 shares

    0.3% of the 13F portfolio, value $783,029,368.

    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 21,935,886 shares
    Change vs previous 13F +3,948,772 shares

    0.32% of the 13F portfolio, value $786,401,440.

    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 17,987,114 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $654,371,148.

    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).