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Disclosery

LPL Financial LLC: SHLD position timeline

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

LPL Financial LLC held 5,291,103 SHLD 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 5,291,103 shares
    Change vs previous 13F +319,980 shares

    0.07% of the 13F portfolio, value $315,931,773.

    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 4,971,123 shares
    Change vs previous 13F +1,312,802 shares

    0.09% of the 13F portfolio, value $352,154,366.

    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 3,658,321 shares
    Change vs previous 13F +466,771 shares

    0.06% of the 13F portfolio, value $237,022,579.

    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 3,191,550 shares
    Change vs previous 13F +1,195,874 shares

    0.07% of the 13F portfolio, value $224,174,498.

    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 1,995,676 shares
    Change vs previous 13F +832,860 shares

    0.04% of the 13F portfolio, value $120,239,491.

    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 1,162,816 shares
    Change vs previous 13F +863,115 shares

    0.02% of the 13F portfolio, value $54,129,085.

    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 299,701 shares
    Change vs previous 13F +168,412 shares

    <0.01% of the 13F portfolio, value $11,211,814.

    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 131,289 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,887,889.

    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).