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Disclosery

LPL Financial LLC: SLF position timeline

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

LPL Financial LLC held 80,366 SLF 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 80,366 shares
    Change vs previous 13F +8,857 shares

    <0.01% of the 13F portfolio, value $6,302,300.

    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 71,509 shares
    Change vs previous 13F +395 shares

    <0.01% of the 13F portfolio, value $4,473,576.

    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 71,114 shares
    Change vs previous 13F +12,878 shares

    <0.01% of the 13F portfolio, value $4,437,529.

    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 58,236 shares
    Change vs previous 13F +3,588 shares

    <0.01% of the 13F portfolio, value $3,495,908.

    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 54,648 shares
    Change vs previous 13F +5,375 shares

    <0.01% of the 13F portfolio, value $3,631,348.

    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 49,273 shares
    Change vs previous 13F -44,584 shares

    <0.01% of the 13F portfolio, value $2,821,344.

    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 93,857 shares
    Change vs previous 13F +51,351 shares

    <0.01% of the 13F portfolio, value $5,569,488.

    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 42,506 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,466,214.

    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).