Skip to content
Disclosery

LPL Financial LLC: SHE position timeline

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

LPL Financial LLC held 50,344 SHE 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 50,344 shares
    Change vs previous 13F +1,365 shares

    <0.01% of the 13F portfolio, value $7,775,151.

    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 48,979 shares
    Change vs previous 13F -72,383 shares

    <0.01% of the 13F portfolio, value $6,259,949.

    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 121,362 shares
    Change vs previous 13F +2,383 shares

    <0.01% of the 13F portfolio, value $16,028,571.

    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 118,979 shares
    Change vs previous 13F +3,911 shares

    <0.01% of the 13F portfolio, value $15,164,873.

    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 115,068 shares
    Change vs previous 13F +6,295 shares

    <0.01% of the 13F portfolio, value $14,362,928.

    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 108,773 shares
    Change vs previous 13F +4,058 shares

    <0.01% of the 13F portfolio, value $12,414,701.

    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 104,715 shares
    Change vs previous 13F +1,307 shares

    <0.01% of the 13F portfolio, value $12,125,904.

    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 103,408 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,746,161.

    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).