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Disclosery

LPL Financial LLC: SMMD position timeline

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

LPL Financial LLC held 281,070 SMMD 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 281,070 shares
    Change vs previous 13F +66,280 shares

    0.01% of the 13F portfolio, value $25,754,410.

    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 214,790 shares
    Change vs previous 13F +32,422 shares

    <0.01% of the 13F portfolio, value $16,399,197.

    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 182,368 shares
    Change vs previous 13F +22,393 shares

    <0.01% of the 13F portfolio, value $13,666,631.

    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 159,975 shares
    Change vs previous 13F +1,730 shares

    <0.01% of the 13F portfolio, value $11,794,937.

    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 158,245 shares
    Change vs previous 13F +26,246 shares

    <0.01% of the 13F portfolio, value $10,725,870.

    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 131,999 shares
    Change vs previous 13F -7,470 shares

    <0.01% of the 13F portfolio, value $8,255,192.

    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 139,469 shares
    Change vs previous 13F -3,031 shares

    <0.01% of the 13F portfolio, value $9,483,876.

    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 142,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,651,551.

    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).