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Disclosery

LPL Financial LLC: SMA position timeline

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

LPL Financial LLC held 389,780 SMA 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 389,780 shares
    Change vs previous 13F +99,444 shares

    <0.01% of the 13F portfolio, value $12,667,850.

    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 290,336 shares
    Change vs previous 13F +28,844 shares

    <0.01% of the 13F portfolio, value $8,791,367.

    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 261,492 shares
    Change vs previous 13F +240,008 shares

    <0.01% of the 13F portfolio, value $8,090,572.

    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 21,484 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $808,641.

    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 21,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $781,622.

    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).