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Disclosery

LPL Financial LLC: SMIN position timeline

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

LPL Financial LLC held 1,076,243 SMIN 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 1,076,243 shares
    Change vs previous 13F +971,603 shares

    0.02% of the 13F portfolio, value $76,122,675.

    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 104,640 shares
    Change vs previous 13F -6,862 shares

    <0.01% of the 13F portfolio, value $6,274,225.

    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 111,502 shares
    Change vs previous 13F -16,654 shares

    <0.01% of the 13F portfolio, value $7,795,084.

    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 128,156 shares
    Change vs previous 13F -58,298 shares

    <0.01% of the 13F portfolio, value $9,191,319.

    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 186,454 shares
    Change vs previous 13F -5,681 shares

    <0.01% of the 13F portfolio, value $14,390,500.

    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 192,135 shares
    Change vs previous 13F +58,364 shares

    0.01% of the 13F portfolio, value $13,082,494.

    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 133,771 shares
    Change vs previous 13F -169,674 shares

    <0.01% of the 13F portfolio, value $10,226,775.

    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 303,445 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,096,255.

    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).