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Disclosery

LPL Financial LLC: SHAG position timeline

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

LPL Financial LLC held 76,854 SHAG 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 76,854 shares
    Change vs previous 13F -4,646 shares

    <0.01% of the 13F portfolio, value $3,636,963.

    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 81,500 shares
    Change vs previous 13F -36,011 shares

    <0.01% of the 13F portfolio, value $3,877,761.

    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 117,511 shares
    Change vs previous 13F -9,696 shares

    <0.01% of the 13F portfolio, value $5,644,062.

    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 127,207 shares
    Change vs previous 13F -11,552 shares

    <0.01% of the 13F portfolio, value $6,102,744.

    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 138,759 shares
    Change vs previous 13F +3,469 shares

    <0.01% of the 13F portfolio, value $6,642,390.

    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 135,290 shares
    Change vs previous 13F +6,299 shares

    <0.01% of the 13F portfolio, value $6,439,796.

    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 128,991 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $6,088,907.

    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 129,180 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,197,616.

    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).