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Disclosery

LPL Financial LLC: SMDV position timeline

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

LPL Financial LLC held 254,825 SMDV 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 254,825 shares
    Change vs previous 13F +8,707 shares

    <0.01% of the 13F portfolio, value $19,629,170.

    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 246,118 shares
    Change vs previous 13F -4,097 shares

    <0.01% of the 13F portfolio, value $16,930,356.

    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 250,215 shares
    Change vs previous 13F -15,592 shares

    <0.01% of the 13F portfolio, value $16,534,233.

    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 265,807 shares
    Change vs previous 13F -8,702 shares

    0.01% of the 13F portfolio, value $17,713,400.

    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 274,509 shares
    Change vs previous 13F +11,284 shares

    0.01% of the 13F portfolio, value $17,859,530.

    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 263,225 shares
    Change vs previous 13F +2,430 shares

    0.01% of the 13F portfolio, value $17,264,947.

    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 260,795 shares
    Change vs previous 13F +18,411 shares

    0.01% of the 13F portfolio, value $17,648,006.

    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 242,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,787,502.

    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).