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LPL Financial LLC: SMOT position timeline

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

LPL Financial LLC held 832,840 SMOT 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 832,840 shares
    Change vs previous 13F -98,042 shares

    0.01% of the 13F portfolio, value $32,364,157.

    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 930,882 shares
    Change vs previous 13F -165,904 shares

    0.01% of the 13F portfolio, value $32,757,750.

    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 1,096,786 shares
    Change vs previous 13F -136,567 shares

    0.01% of the 13F portfolio, value $39,703,653.

    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 1,233,353 shares
    Change vs previous 13F +75,338 shares

    0.01% of the 13F portfolio, value $44,499,391.

    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 1,158,015 shares
    Change vs previous 13F -112,128 shares

    0.01% of the 13F portfolio, value $40,298,908.

    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 1,270,143 shares
    Change vs previous 13F +181,667 shares

    0.02% of the 13F portfolio, value $41,647,976.

    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 1,088,476 shares
    Change vs previous 13F +158,994 shares

    0.02% of the 13F portfolio, value $37,519,761.

    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 929,482 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,559,750.

    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).