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Disclosery

LPL Financial LLC: SGU position timeline

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

LPL Financial LLC held 23,517 SGU 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 23,517 shares
    Change vs previous 13F -4,934 shares

    <0.01% of the 13F portfolio, value $301,956.

    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 28,451 shares
    Change vs previous 13F +11,282 shares

    <0.01% of the 13F portfolio, value $349,379.

    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 17,169 shares
    Change vs previous 13F +2,188 shares

    <0.01% of the 13F portfolio, value $203,279.

    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 14,981 shares
    Change vs previous 13F +1,956 shares

    <0.01% of the 13F portfolio, value $177,225.

    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 13,025 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $152,393.

    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 13,500 shares
    Change vs previous 13F -4,432 shares

    <0.01% of the 13F portfolio, value $177,930.

    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 17,932 shares
    Change vs previous 13F +1,276 shares

    <0.01% of the 13F portfolio, value $206,935.

    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 16,656 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $195,541.

    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).