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Disclosery

LPL Financial LLC: SMG position timeline

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

LPL Financial LLC held 67,039 SMG 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 67,039 shares
    Change vs previous 13F +13,102 shares

    <0.01% of the 13F portfolio, value $4,566,009.

    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 53,937 shares
    Change vs previous 13F +1,760 shares

    <0.01% of the 13F portfolio, value $3,279,931.

    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 52,177 shares
    Change vs previous 13F -4,899 shares

    <0.01% of the 13F portfolio, value $3,044,499.

    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 57,076 shares
    Change vs previous 13F -2,790 shares

    <0.01% of the 13F portfolio, value $3,250,463.

    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 59,866 shares
    Change vs previous 13F -20,230 shares

    <0.01% of the 13F portfolio, value $3,948,775.

    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 80,096 shares
    Change vs previous 13F +16,504 shares

    <0.01% of the 13F portfolio, value $4,396,419.

    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 63,592 shares
    Change vs previous 13F +5,275 shares

    <0.01% of the 13F portfolio, value $4,218,694.

    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 58,317 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,056,042.

    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).