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LPL Financial LLC: SEIX position timeline

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

LPL Financial LLC held 110,582 SEIX 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 110,582 shares
    Change vs previous 13F +66,271 shares

    <0.01% of the 13F portfolio, value $2,557,762.

    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 44,311 shares
    Change vs previous 13F +24,717 shares

    <0.01% of the 13F portfolio, value $1,021,829.

    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 19,594 shares
    Change vs previous 13F -16,149 shares

    <0.01% of the 13F portfolio, value $457,422.

    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 35,743 shares
    Change vs previous 13F -25,001 shares

    <0.01% of the 13F portfolio, value $843,174.

    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 60,744 shares
    Change vs previous 13F -13,006 shares

    <0.01% of the 13F portfolio, value $1,431,132.

    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 73,750 shares
    Change vs previous 13F +64,170 shares

    <0.01% of the 13F portfolio, value $1,741,231.

    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 9,580 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $229,249.

    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 9,273 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,697.

    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).