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Disclosery

LPL Financial LLC: SMIZ position timeline

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

LPL Financial LLC held 213,976 SMIZ 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 213,976 shares
    Change vs previous 13F +106,127 shares

    <0.01% of the 13F portfolio, value $9,547,589.

    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 107,849 shares
    Change vs previous 13F +4,922 shares

    <0.01% of the 13F portfolio, value $3,997,973.

    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 102,927 shares
    Change vs previous 13F +46,968 shares

    <0.01% of the 13F portfolio, value $3,807,270.

    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 55,959 shares
    Change vs previous 13F +22,235 shares

    <0.01% of the 13F portfolio, value $2,090,069.

    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 33,724 shares
    Change vs previous 13F -31,090 shares

    <0.01% of the 13F portfolio, value $1,142,906.

    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 64,814 shares
    Change vs previous 13F +32,354 shares

    <0.01% of the 13F portfolio, value $1,961,038.

    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 32,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,077,000.

    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).