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Disclosery

LPL Financial LLC: SERV position timeline

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

LPL Financial LLC held 280,996 SERV 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 280,996 shares
    Change vs previous 13F +24,923 shares

    <0.01% of the 13F portfolio, value $1,848,954.

    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 256,073 shares
    Change vs previous 13F +103,545 shares

    <0.01% of the 13F portfolio, value $2,161,256.

    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 152,528 shares
    Change vs previous 13F +50,746 shares

    <0.01% of the 13F portfolio, value $1,583,241.

    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 101,782 shares
    Change vs previous 13F +35,493 shares

    <0.01% of the 13F portfolio, value $1,183,725.

    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 66,289 shares
    Change vs previous 13F +20,734 shares

    <0.01% of the 13F portfolio, value $758,346.

    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 45,555 shares
    Change vs previous 13F +23,790 shares

    <0.01% of the 13F portfolio, value $261,941.

    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 21,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $293,828.

    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).