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LPL Financial LLC: SLVP position timeline

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

LPL Financial LLC held 493,335 SLVP 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 493,335 shares
    Change vs previous 13F -59,775 shares

    <0.01% of the 13F portfolio, value $15,209,523.

    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 553,110 shares
    Change vs previous 13F +122,268 shares

    0.01% of the 13F portfolio, value $19,613,278.

    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 430,842 shares
    Change vs previous 13F +123,749 shares

    <0.01% of the 13F portfolio, value $14,764,970.

    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 307,093 shares
    Change vs previous 13F +10,075 shares

    <0.01% of the 13F portfolio, value $8,405,127.

    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 297,018 shares
    Change vs previous 13F +30,417 shares

    <0.01% of the 13F portfolio, value $5,289,899.

    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 266,601 shares
    Change vs previous 13F +119,629 shares

    <0.01% of the 13F portfolio, value $3,996,351.

    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 146,972 shares
    Change vs previous 13F +2,520 shares

    <0.01% of the 13F portfolio, value $1,696,051.

    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 144,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,915,440.

    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).