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Disclosery

LPL Financial LLC: SHOC position timeline

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

LPL Financial LLC held 41,655 SHOC 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 41,655 shares
    Change vs previous 13F +6,126 shares

    <0.01% of the 13F portfolio, value $5,081,526.

    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 35,529 shares
    Change vs previous 13F +3,587 shares

    <0.01% of the 13F portfolio, value $2,558,892.

    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 31,942 shares
    Change vs previous 13F +622 shares

    <0.01% of the 13F portfolio, value $2,192,013.

    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 31,320 shares
    Change vs previous 13F +5,769 shares

    <0.01% of the 13F portfolio, value $1,956,458.

    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 25,551 shares
    Change vs previous 13F +1,223 shares

    <0.01% of the 13F portfolio, value $1,357,548.

    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 24,328 shares
    Change vs previous 13F +1,735 shares

    <0.01% of the 13F portfolio, value $965,820.

    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 22,593 shares
    Change vs previous 13F +9,336 shares

    <0.01% of the 13F portfolio, value $1,037,244.

    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 13,257 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $620,560.

    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).