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Disclosery

LPL Financial LLC: SHO position timeline

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

LPL Financial LLC held 70,912 SHO 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 70,912 shares
    Change vs previous 13F -1,927 shares

    <0.01% of the 13F portfolio, value $811,945.

    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 72,839 shares
    Change vs previous 13F +1,668 shares

    <0.01% of the 13F portfolio, value $656,277.

    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 71,171 shares
    Change vs previous 13F +20,995 shares

    <0.01% of the 13F portfolio, value $636,267.

    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 50,176 shares
    Change vs previous 13F +3,876 shares

    <0.01% of the 13F portfolio, value $470,148.

    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 46,300 shares
    Change vs previous 13F +6,382 shares

    <0.01% of the 13F portfolio, value $401,884.

    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 39,918 shares
    Change vs previous 13F +11,589 shares

    <0.01% of the 13F portfolio, value $375,629.

    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 28,329 shares
    Change vs previous 13F +4,624 shares

    <0.01% of the 13F portfolio, value $335,416.

    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 23,705 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,640.

    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).