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Disclosery

LPL Financial LLC: SELF position timeline

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

LPL Financial LLC held 28,172 SELF 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 28,172 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $147,620.

    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 27,969 shares
    Change vs previous 13F -9,945 shares

    <0.01% of the 13F portfolio, value $142,921.

    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 37,914 shares
    Change vs previous 13F -2,750 shares

    <0.01% of the 13F portfolio, value $193,361.

    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 40,664 shares
    Change vs previous 13F -63,499 shares

    <0.01% of the 13F portfolio, value $204,539.

    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 104,163 shares
    Change vs previous 13F -1,151 shares

    <0.01% of the 13F portfolio, value $556,230.

    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 105,314 shares
    Change vs previous 13F +5,022 shares

    <0.01% of the 13F portfolio, value $530,784.

    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 100,292 shares
    Change vs previous 13F -18,485 shares

    <0.01% of the 13F portfolio, value $534,559.

    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 118,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $618,829.

    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).