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Disclosery

LPL Financial LLC: SHRY position timeline

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

LPL Financial LLC held 71,488 SHRY 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 71,488 shares
    Change vs previous 13F +546 shares

    <0.01% of the 13F portfolio, value $3,055,069.

    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 70,942 shares
    Change vs previous 13F -4,051 shares

    <0.01% of the 13F portfolio, value $3,082,907.

    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 74,993 shares
    Change vs previous 13F -1,257 shares

    <0.01% of the 13F portfolio, value $3,142,994.

    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 76,250 shares
    Change vs previous 13F +1,607 shares

    <0.01% of the 13F portfolio, value $3,272,401.

    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 74,643 shares
    Change vs previous 13F -6,527 shares

    <0.01% of the 13F portfolio, value $3,169,051.

    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 81,170 shares
    Change vs previous 13F -7,697 shares

    <0.01% of the 13F portfolio, value $3,292,298.

    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 88,867 shares
    Change vs previous 13F -5,397 shares

    <0.01% of the 13F portfolio, value $3,531,572.

    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 94,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,892,158.

    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).