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Disclosery

LPL Financial LLC: SMMV position timeline

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

LPL Financial LLC held 153,476 SMMV 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 153,476 shares
    Change vs previous 13F +18,934 shares

    <0.01% of the 13F portfolio, value $7,066,016.

    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 134,542 shares
    Change vs previous 13F -30,452 shares

    <0.01% of the 13F portfolio, value $5,868,319.

    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 164,994 shares
    Change vs previous 13F +6,266 shares

    <0.01% of the 13F portfolio, value $7,149,167.

    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 158,728 shares
    Change vs previous 13F -5,129 shares

    <0.01% of the 13F portfolio, value $6,833,251.

    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 163,857 shares
    Change vs previous 13F +23,804 shares

    <0.01% of the 13F portfolio, value $6,883,624.

    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 140,053 shares
    Change vs previous 13F -4,038 shares

    <0.01% of the 13F portfolio, value $5,805,186.

    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 144,091 shares
    Change vs previous 13F -7,073 shares

    <0.01% of the 13F portfolio, value $5,973,996.

    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 151,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,167,498.

    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).