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Disclosery

LPL Financial LLC: SMH position timeline

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

LPL Financial LLC held 2,887,567 SMH 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 2,887,567 shares
    Change vs previous 13F +62,867 shares

    0.43% of the 13F portfolio, value $1,893,926,489.

    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 2,824,700 shares
    Change vs previous 13F +114,825 shares

    0.29% of the 13F portfolio, value $1,082,989,960.

    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 2,709,875 shares
    Change vs previous 13F +305,760 shares

    0.27% of the 13F portfolio, value $975,907,146.

    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 2,404,115 shares
    Change vs previous 13F +335,341 shares

    0.23% of the 13F portfolio, value $784,606,800.

    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 2,068,774 shares
    Change vs previous 13F +165,522 shares

    0.19% of the 13F portfolio, value $576,939,666.

    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 1,903,252 shares
    Change vs previous 13F -10,337 shares

    0.16% of the 13F portfolio, value $402,480,737.

    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 1,913,589 shares
    Change vs previous 13F +170,256 shares

    0.19% of the 13F portfolio, value $463,413,795.

    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 1,743,333 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $427,900,970.

    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).