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Disclosery

LPL Financial LLC: SEPT position timeline

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

LPL Financial LLC held 51,099 SEPT 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 51,099 shares
    Change vs previous 13F -534 shares

    <0.01% of the 13F portfolio, value $1,918,256.

    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 51,633 shares
    Change vs previous 13F -4,828 shares

    <0.01% of the 13F portfolio, value $1,773,645.

    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 56,461 shares
    Change vs previous 13F -171 shares

    <0.01% of the 13F portfolio, value $1,985,372.

    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 56,632 shares
    Change vs previous 13F +41,088 shares

    <0.01% of the 13F portfolio, value $1,952,156.

    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 15,544 shares
    Change vs previous 13F +2,350 shares

    <0.01% of the 13F portfolio, value $500,511.

    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 13,194 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $393,940.

    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 13,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,840.

    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).