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Disclosery

LPL Financial LLC: SHY position timeline

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

LPL Financial LLC held 5,477,221 SHY 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 5,477,221 shares
    Change vs previous 13F -396,028 shares

    0.1% of the 13F portfolio, value $449,734,630.

    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 5,873,249 shares
    Change vs previous 13F -424,413 shares

    0.13% of the 13F portfolio, value $484,954,173.

    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 6,297,662 shares
    Change vs previous 13F -318,924 shares

    0.14% of the 13F portfolio, value $521,572,333.

    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 6,616,586 shares
    Change vs previous 13F -201,738 shares

    0.16% of the 13F portfolio, value $548,911,965.

    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 6,818,324 shares
    Change vs previous 13F -37,154 shares

    0.19% of the 13F portfolio, value $564,966,334.

    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 6,855,478 shares
    Change vs previous 13F +417,922 shares

    0.22% of the 13F portfolio, value $567,153,694.

    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 6,437,556 shares
    Change vs previous 13F -221,235 shares

    0.21% of the 13F portfolio, value $527,750,773.

    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 6,658,791 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $553,678,448.

    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).