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Disclosery

LPL Financial LLC: SFM position timeline

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

LPL Financial LLC held 192,213 SFM 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 192,213 shares
    Change vs previous 13F -46,209 shares

    <0.01% of the 13F portfolio, value $16,257,397.

    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 238,422 shares
    Change vs previous 13F +29,546 shares

    <0.01% of the 13F portfolio, value $18,389,508.

    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 208,876 shares
    Change vs previous 13F +36,554 shares

    <0.01% of the 13F portfolio, value $16,641,171.

    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 172,322 shares
    Change vs previous 13F -26,025 shares

    0.01% of the 13F portfolio, value $18,748,579.

    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 198,347 shares
    Change vs previous 13F +21,729 shares

    0.01% of the 13F portfolio, value $32,655,850.

    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 176,618 shares
    Change vs previous 13F +16,096 shares

    0.01% of the 13F portfolio, value $26,958,989.

    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 160,522 shares
    Change vs previous 13F +51,782 shares

    0.01% of the 13F portfolio, value $20,397,531.

    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 108,740 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,005,983.

    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).