Skip to content

LPL Financial LLC: SFL position timeline

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

LPL Financial LLC held 156,598 SFL 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 156,598 shares
    Change vs previous 13F -9,760 shares

    <0.01% of the 13F portfolio, value $1,597,302.

    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 166,358 shares
    Change vs previous 13F +26,140 shares

    <0.01% of the 13F portfolio, value $1,795,003.

    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 140,218 shares
    Change vs previous 13F -46,260 shares

    <0.01% of the 13F portfolio, value $1,095,104.

    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 186,478 shares
    Change vs previous 13F -9,980 shares

    <0.01% of the 13F portfolio, value $1,404,176.

    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 196,458 shares
    Change vs previous 13F +60,564 shares

    <0.01% of the 13F portfolio, value $1,636,495.

    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 135,894 shares
    Change vs previous 13F -32,349 shares

    <0.01% of the 13F portfolio, value $1,114,333.

    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 168,243 shares
    Change vs previous 13F -5,800 shares

    <0.01% of the 13F portfolio, value $1,719,447.

    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 174,043 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,013,677.

    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).