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Disclosery

LPL Financial LLC: SMB position timeline

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

LPL Financial LLC held 595,415 SMB 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 595,415 shares
    Change vs previous 13F +38,737 shares

    <0.01% of the 13F portfolio, value $10,330,451.

    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 556,678 shares
    Change vs previous 13F -78,642 shares

    <0.01% of the 13F portfolio, value $9,630,521.

    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 635,320 shares
    Change vs previous 13F +40,789 shares

    <0.01% of the 13F portfolio, value $11,060,914.

    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 594,531 shares
    Change vs previous 13F +36,033 shares

    <0.01% of the 13F portfolio, value $10,356,732.

    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 558,498 shares
    Change vs previous 13F +54,337 shares

    <0.01% of the 13F portfolio, value $9,639,672.

    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 504,161 shares
    Change vs previous 13F -49,481 shares

    <0.01% of the 13F portfolio, value $8,638,799.

    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 553,642 shares
    Change vs previous 13F -97,359 shares

    <0.01% of the 13F portfolio, value $9,461,736.

    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 651,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,255,801.

    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).