Skip to content
Disclosery

LPL Financial LLC: SDY position timeline

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

LPL Financial LLC held 3,040,750 SDY 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 3,040,750 shares
    Change vs previous 13F +42,626 shares

    0.1% of the 13F portfolio, value $462,741,332.

    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 2,998,124 shares
    Change vs previous 13F -30,870 shares

    0.12% of the 13F portfolio, value $437,546,257.

    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 3,028,994 shares
    Change vs previous 13F -2,479 shares

    0.12% of the 13F portfolio, value $421,514,779.

    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 3,031,473 shares
    Change vs previous 13F +20,412 shares

    0.12% of the 13F portfolio, value $424,557,822.

    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 3,011,061 shares
    Change vs previous 13F +249,036 shares

    0.14% of the 13F portfolio, value $408,691,412.

    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 2,762,025 shares
    Change vs previous 13F -99,669 shares

    0.15% of the 13F portfolio, value $374,751,475.

    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 2,861,694 shares
    Change vs previous 13F +59,001 shares

    0.15% of the 13F portfolio, value $378,029,804.

    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 2,802,693 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $398,094,501.

    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).