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LPL Financial LLC: SHYD position timeline

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

LPL Financial LLC held 450,693 SHYD 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 450,693 shares
    Change vs previous 13F -149,276 shares

    <0.01% of the 13F portfolio, value $10,320,859.

    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 599,969 shares
    Change vs previous 13F +264,630 shares

    <0.01% of the 13F portfolio, value $13,595,305.

    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 335,339 shares
    Change vs previous 13F +18,696 shares

    <0.01% of the 13F portfolio, value $7,682,614.

    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 316,643 shares
    Change vs previous 13F +2,596 shares

    <0.01% of the 13F portfolio, value $7,251,129.

    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 314,047 shares
    Change vs previous 13F -5,800 shares

    <0.01% of the 13F portfolio, value $7,094,060.

    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 319,847 shares
    Change vs previous 13F +36,919 shares

    <0.01% of the 13F portfolio, value $7,193,354.

    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 282,928 shares
    Change vs previous 13F -36,188 shares

    <0.01% of the 13F portfolio, value $6,360,214.

    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 319,116 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,250,320.

    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).