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Disclosery

LPL Financial LLC: SHV position timeline

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

LPL Financial LLC held 3,934,832 SHV 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 3,934,832 shares
    Change vs previous 13F +562,554 shares

    0.1% of the 13F portfolio, value $434,208,717.

    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 3,372,278 shares
    Change vs previous 13F +308,936 shares

    0.1% of the 13F portfolio, value $372,265,759.

    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 3,063,342 shares
    Change vs previous 13F +479,397 shares

    0.09% of the 13F portfolio, value $337,427,185.

    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 2,583,945 shares
    Change vs previous 13F +430,405 shares

    0.08% of the 13F portfolio, value $285,500,097.

    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 2,153,540 shares
    Change vs previous 13F +27,395 shares

    0.08% of the 13F portfolio, value $237,793,930.

    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 2,126,145 shares
    Change vs previous 13F +218,182 shares

    0.09% of the 13F portfolio, value $234,853,964.

    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 1,907,963 shares
    Change vs previous 13F +120,706 shares

    0.09% of the 13F portfolio, value $210,085,832.

    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 1,787,257 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $197,724,250.

    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).