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Disclosery

LPL Financial LLC: SMAY position timeline

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

LPL Financial LLC held 91,607 SMAY 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 91,607 shares
    Change vs previous 13F +21,753 shares

    <0.01% of the 13F portfolio, value $2,599,807.

    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 69,854 shares
    Change vs previous 13F +4,302 shares

    <0.01% of the 13F portfolio, value $1,837,782.

    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 65,552 shares
    Change vs previous 13F +833 shares

    <0.01% of the 13F portfolio, value $1,702,162.

    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 64,719 shares
    Change vs previous 13F -4,601 shares

    <0.01% of the 13F portfolio, value $1,639,009.

    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 69,320 shares
    Change vs previous 13F +21,304 shares

    <0.01% of the 13F portfolio, value $1,661,600.

    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 48,016 shares
    Change vs previous 13F -6,651 shares

    <0.01% of the 13F portfolio, value $1,125,975.

    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 54,667 shares
    Change vs previous 13F -48,002 shares

    <0.01% of the 13F portfolio, value $1,355,195.

    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 102,669 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,523,551.

    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).