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Disclosery

LPL Financial LLC: SFLO position timeline

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

LPL Financial LLC held 1,308,929 SFLO 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 1,308,929 shares
    Change vs previous 13F +207,641 shares

    0.01% of the 13F portfolio, value $44,765,351.

    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 1,101,288 shares
    Change vs previous 13F +144,000 shares

    0.01% of the 13F portfolio, value $33,071,687.

    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 957,288 shares
    Change vs previous 13F +293,515 shares

    0.01% of the 13F portfolio, value $28,226,009.

    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 663,773 shares
    Change vs previous 13F -98,372 shares

    0.01% of the 13F portfolio, value $19,322,434.

    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 762,145 shares
    Change vs previous 13F +97,153 shares

    0.01% of the 13F portfolio, value $19,975,827.

    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 664,992 shares
    Change vs previous 13F +232,278 shares

    0.01% of the 13F portfolio, value $16,312,251.

    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 432,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,536,158.

    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).