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Disclosery

LPL Financial LLC: SHYM position timeline

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

LPL Financial LLC held 2,630,748 SHYM 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 2,630,748 shares
    Change vs previous 13F +1,185,089 shares

    0.01% of the 13F portfolio, value $59,060,299.

    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 1,445,659 shares
    Change vs previous 13F +510,634 shares

    0.01% of the 13F portfolio, value $31,833,400.

    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 935,025 shares
    Change vs previous 13F +99,340 shares

    0.01% of the 13F portfolio, value $20,776,248.

    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 835,685 shares
    Change vs previous 13F +100,000 shares

    0.01% of the 13F portfolio, value $18,669,201.

    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 735,685 shares
    Change vs previous 13F +224,953 shares

    0.01% of the 13F portfolio, value $16,413,132.

    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 510,732 shares
    Change vs previous 13F +159,271 shares

    <0.01% of the 13F portfolio, value $11,578,285.

    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 351,461 shares
    Change vs previous 13F +260,755 shares

    <0.01% of the 13F portfolio, value $7,964,115.

    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 90,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,102,564.

    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).