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Disclosery

LPL Financial LLC: SII position timeline

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

LPL Financial LLC held 70,545 SII 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 70,545 shares
    Change vs previous 13F +39,207 shares

    <0.01% of the 13F portfolio, value $7,925,686.

    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 31,338 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $4,478,163.

    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 31,512 shares
    Change vs previous 13F -1,938 shares

    <0.01% of the 13F portfolio, value $3,085,648.

    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 33,450 shares
    Change vs previous 13F +1,437 shares

    <0.01% of the 13F portfolio, value $2,782,685.

    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 32,013 shares
    Change vs previous 13F +319 shares

    <0.01% of the 13F portfolio, value $2,211,759.

    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 31,694 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $1,422,088.

    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 32,040 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $1,351,115.

    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 31,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,370,686.

    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).