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Disclosery

LPL Financial LLC: SMLV position timeline

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

LPL Financial LLC held 61,981 SMLV 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 61,981 shares
    Change vs previous 13F +843 shares

    <0.01% of the 13F portfolio, value $9,753,535.

    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 61,138 shares
    Change vs previous 13F -4,309 shares

    <0.01% of the 13F portfolio, value $8,380,694.

    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 65,447 shares
    Change vs previous 13F +3,146 shares

    <0.01% of the 13F portfolio, value $8,581,778.

    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 62,301 shares
    Change vs previous 13F -12,791 shares

    <0.01% of the 13F portfolio, value $8,082,990.

    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 75,092 shares
    Change vs previous 13F +15,146 shares

    <0.01% of the 13F portfolio, value $9,394,881.

    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 59,946 shares
    Change vs previous 13F +10,466 shares

    <0.01% of the 13F portfolio, value $7,365,857.

    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 49,480 shares
    Change vs previous 13F +3,183 shares

    <0.01% of the 13F portfolio, value $6,315,371.

    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 46,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,751,227.

    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).