Skip to content
Disclosery

LPL Financial LLC: SG position timeline

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

LPL Financial LLC held 78,171 SG 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 78,171 shares
    Change vs previous 13F -17,849 shares

    <0.01% of the 13F portfolio, value $688,687.

    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 96,020 shares
    Change vs previous 13F +8,786 shares

    <0.01% of the 13F portfolio, value $498,344.

    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 87,234 shares
    Change vs previous 13F -12,205 shares

    <0.01% of the 13F portfolio, value $589,702.

    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 99,439 shares
    Change vs previous 13F -7,397 shares

    <0.01% of the 13F portfolio, value $793,523.

    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 106,836 shares
    Change vs previous 13F +62,290 shares

    <0.01% of the 13F portfolio, value $1,589,720.

    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 44,546 shares
    Change vs previous 13F -15,046 shares

    <0.01% of the 13F portfolio, value $1,114,541.

    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 59,592 shares
    Change vs previous 13F +47,676 shares

    <0.01% of the 13F portfolio, value $1,910,520.

    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 11,916 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $422,422.

    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).