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Disclosery

LPL Financial LLC: SHBI position timeline

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

LPL Financial LLC held 51,882 SHBI 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 51,882 shares
    Change vs previous 13F -732 shares

    <0.01% of the 13F portfolio, value $1,190,682.

    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 52,614 shares
    Change vs previous 13F +18,846 shares

    <0.01% of the 13F portfolio, value $982,832.

    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 33,768 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $597,015.

    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 33,450 shares
    Change vs previous 13F +796 shares

    <0.01% of the 13F portfolio, value $548,909.

    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 32,654 shares
    Change vs previous 13F +12,221 shares

    <0.01% of the 13F portfolio, value $513,322.

    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 20,433 shares
    Change vs previous 13F +3,411 shares

    <0.01% of the 13F portfolio, value $276,667.

    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 17,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $269,799.

    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).