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Disclosery

LPL Financial LLC: SFY position timeline

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

LPL Financial LLC held 35,330 SFY 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 35,330 shares
    Change vs previous 13F -1,312 shares

    <0.01% of the 13F portfolio, value $5,259,577.

    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 36,642 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $4,573,654.

    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 36,767 shares
    Change vs previous 13F +1,853 shares

    <0.01% of the 13F portfolio, value $4,859,127.

    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 34,914 shares
    Change vs previous 13F +4,791 shares

    <0.01% of the 13F portfolio, value $4,510,540.

    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 30,123 shares
    Change vs previous 13F +4,744 shares

    <0.01% of the 13F portfolio, value $3,558,371.

    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 25,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,586,628.

    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).