Skip to content
Disclosery

LPL Financial LLC: SEPW position timeline

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

LPL Financial LLC held 103,074 SEPW 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 103,074 shares
    Change vs previous 13F +1,448 shares

    <0.01% of the 13F portfolio, value $3,441,919.

    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 101,626 shares
    Change vs previous 13F -757 shares

    <0.01% of the 13F portfolio, value $3,210,223.

    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 102,383 shares
    Change vs previous 13F +2,339 shares

    <0.01% of the 13F portfolio, value $3,267,901.

    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 100,044 shares
    Change vs previous 13F +78,968 shares

    <0.01% of the 13F portfolio, value $3,141,892.

    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 21,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $635,873.

    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).