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Disclosery

LPL Financial LLC: SM position timeline

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

LPL Financial LLC held 96,510 SM 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 96,510 shares
    Change vs previous 13F -65,482 shares

    <0.01% of the 13F portfolio, value $2,518,921.

    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 161,992 shares
    Change vs previous 13F +119,711 shares

    <0.01% of the 13F portfolio, value $5,050,924.

    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 42,281 shares
    Change vs previous 13F -26,716 shares

    <0.01% of the 13F portfolio, value $790,658.

    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 68,997 shares
    Change vs previous 13F -1,396 shares

    <0.01% of the 13F portfolio, value $1,722,862.

    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 70,393 shares
    Change vs previous 13F +26,007 shares

    <0.01% of the 13F portfolio, value $1,739,405.

    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 44,386 shares
    Change vs previous 13F -2,947 shares

    <0.01% of the 13F portfolio, value $1,329,353.

    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 47,333 shares
    Change vs previous 13F +21,140 shares

    <0.01% of the 13F portfolio, value $1,834,618.

    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 26,193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,046,915.

    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).