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Disclosery

LPL Financial LLC: SIZE position timeline

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

LPL Financial LLC held 32,943 SIZE 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 32,943 shares
    Change vs previous 13F -3,624 shares

    <0.01% of the 13F portfolio, value $5,873,035.

    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 36,567 shares
    Change vs previous 13F +1,199 shares

    <0.01% of the 13F portfolio, value $5,830,924.

    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 35,368 shares
    Change vs previous 13F -13,662 shares

    <0.01% of the 13F portfolio, value $5,714,358.

    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 49,030 shares
    Change vs previous 13F +31,139 shares

    <0.01% of the 13F portfolio, value $7,882,988.

    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 17,891 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $2,764,945.

    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 17,406 shares
    Change vs previous 13F -516 shares

    <0.01% of the 13F portfolio, value $2,531,541.

    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 17,922 shares
    Change vs previous 13F -2,281 shares

    <0.01% of the 13F portfolio, value $2,661,415.

    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 20,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,005,986.

    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).