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Disclosery

LPL Financial LLC: SGOV position timeline

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

LPL Financial LLC held 10,881,968 SGOV 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 10,881,968 shares
    Change vs previous 13F +25,453 shares

    0.25% of the 13F portfolio, value $1,095,487,659.

    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 10,856,515 shares
    Change vs previous 13F +2,060,160 shares

    0.29% of the 13F portfolio, value $1,092,816,699.

    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 8,796,355 shares
    Change vs previous 13F +896,804 shares

    0.24% of the 13F portfolio, value $882,978,111.

    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 7,899,551 shares
    Change vs previous 13F +695,587 shares

    0.23% of the 13F portfolio, value $795,484,772.

    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 7,203,964 shares
    Change vs previous 13F +1,260,296 shares

    0.24% of the 13F portfolio, value $725,367,041.

    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 5,943,668 shares
    Change vs previous 13F +1,707,474 shares

    0.23% of the 13F portfolio, value $598,348,985.

    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 4,236,194 shares
    Change vs previous 13F +1,210,719 shares

    0.17% of the 13F portfolio, value $424,974,882.

    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 3,025,475 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $304,725,768.

    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).