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Disclosery

LPL Financial LLC: SMR position timeline

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

LPL Financial LLC held 1,115,657 SMR 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 1,115,657 shares
    Change vs previous 13F -7,220 shares

    <0.01% of the 13F portfolio, value $11,190,042.

    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 1,122,877 shares
    Change vs previous 13F +399,064 shares

    <0.01% of the 13F portfolio, value $12,171,987.

    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 723,813 shares
    Change vs previous 13F +156,539 shares

    <0.01% of the 13F portfolio, value $10,256,430.

    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 567,274 shares
    Change vs previous 13F +134,531 shares

    0.01% of the 13F portfolio, value $20,421,846.

    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 432,743 shares
    Change vs previous 13F +159,349 shares

    0.01% of the 13F portfolio, value $17,119,313.

    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 273,394 shares
    Change vs previous 13F +72,098 shares

    <0.01% of the 13F portfolio, value $3,871,259.

    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 201,296 shares
    Change vs previous 13F +93,863 shares

    <0.01% of the 13F portfolio, value $3,609,237.

    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 107,433 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,244,074.

    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).