Skip to content
Disclosery

LPL Financial LLC: SHYG position timeline

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

LPL Financial LLC held 3,384,414 SHYG 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 3,384,414 shares
    Change vs previous 13F +325,059 shares

    0.03% of the 13F portfolio, value $143,532,992.

    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 3,059,355 shares
    Change vs previous 13F +217,870 shares

    0.03% of the 13F portfolio, value $129,441,296.

    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 2,841,485 shares
    Change vs previous 13F -86,965 shares

    0.03% of the 13F portfolio, value $121,814,435.

    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 2,928,450 shares
    Change vs previous 13F +338,947 shares

    0.04% of the 13F portfolio, value $126,801,875.

    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 2,589,503 shares
    Change vs previous 13F +308,641 shares

    0.04% of the 13F portfolio, value $111,711,164.

    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 2,280,862 shares
    Change vs previous 13F +521,698 shares

    0.04% of the 13F portfolio, value $96,982,236.

    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 1,759,164 shares
    Change vs previous 13F +309,970 shares

    0.03% of the 13F portfolio, value $74,957,993.

    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 1,449,194 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $62,923,983.

    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).