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Disclosery

LPL Financial LLC: SF position timeline

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

LPL Financial LLC held 54,552 SF 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 54,552 shares
    Change vs previous 13F -20,346 shares

    <0.01% of the 13F portfolio, value $3,806,120.

    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 74,898 shares
    Change vs previous 13F +17,787 shares

    <0.01% of the 13F portfolio, value $5,536,446.

    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 57,111 shares
    Change vs previous 13F -1,551 shares

    <0.01% of the 13F portfolio, value $7,151,452.

    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 58,662 shares
    Change vs previous 13F -6,650 shares

    <0.01% of the 13F portfolio, value $6,656,371.

    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 65,312 shares
    Change vs previous 13F +2,658 shares

    <0.01% of the 13F portfolio, value $6,778,037.

    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 62,654 shares
    Change vs previous 13F +4,712 shares

    <0.01% of the 13F portfolio, value $5,361,810.

    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 57,942 shares
    Change vs previous 13F +11,960 shares

    <0.01% of the 13F portfolio, value $6,400,304.

    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 45,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,317,754.

    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).