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Disclosery

LPL Financial LLC: SEIC position timeline

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

LPL Financial LLC held 156,953 SEIC 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 156,953 shares
    Change vs previous 13F -9,862 shares

    <0.01% of the 13F portfolio, value $13,766,333.

    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 166,815 shares
    Change vs previous 13F +18,692 shares

    <0.01% of the 13F portfolio, value $13,089,907.

    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 148,123 shares
    Change vs previous 13F +35,568 shares

    <0.01% of the 13F portfolio, value $12,149,039.

    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 112,555 shares
    Change vs previous 13F +13,500 shares

    <0.01% of the 13F portfolio, value $9,550,230.

    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 99,055 shares
    Change vs previous 13F +5,600 shares

    <0.01% of the 13F portfolio, value $8,901,077.

    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 93,455 shares
    Change vs previous 13F +5,291 shares

    <0.01% of the 13F portfolio, value $7,254,882.

    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 88,164 shares
    Change vs previous 13F +9,607 shares

    <0.01% of the 13F portfolio, value $7,271,745.

    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 78,557 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,435,324.

    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).