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Disclosery

LPL Financial LLC: SOC position timeline

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

LPL Financial LLC held 855,472 SOC 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 855,472 shares
    Change vs previous 13F +124,954 shares

    <0.01% of the 13F portfolio, value $2,634,854.

    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 730,518 shares
    Change vs previous 13F +306,317 shares

    <0.01% of the 13F portfolio, value $12,068,157.

    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 424,201 shares
    Change vs previous 13F +403,674 shares

    <0.01% of the 13F portfolio, value $3,826,293.

    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 20,527 shares
    Change vs previous 13F +3,133 shares

    <0.01% of the 13F portfolio, value $358,401.

    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 17,394 shares
    Change vs previous 13F +4,766 shares

    <0.01% of the 13F portfolio, value $382,320.

    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 12,628 shares
    Change vs previous 13F -1,008 shares

    <0.01% of the 13F portfolio, value $320,372.

    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 13,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $312,264.

    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).