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Disclosery

LPL Financial LLC: SMMU position timeline

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

LPL Financial LLC held 599,248 SMMU 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 599,248 shares
    Change vs previous 13F +50,351 shares

    0.01% of the 13F portfolio, value $30,262,026.

    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 548,897 shares
    Change vs previous 13F +44,367 shares

    0.01% of the 13F portfolio, value $27,691,851.

    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 504,530 shares
    Change vs previous 13F +43,710 shares

    0.01% of the 13F portfolio, value $25,443,470.

    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 460,820 shares
    Change vs previous 13F +12,503 shares

    0.01% of the 13F portfolio, value $23,303,645.

    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 448,317 shares
    Change vs previous 13F +31,506 shares

    0.01% of the 13F portfolio, value $22,492,046.

    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 416,811 shares
    Change vs previous 13F +37,451 shares

    0.01% of the 13F portfolio, value $20,848,879.

    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 379,360 shares
    Change vs previous 13F +11,194 shares

    0.01% of the 13F portfolio, value $18,907,320.

    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 368,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,592,401.

    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).