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LPL Financial LLC: SOLV position timeline

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

LPL Financial LLC held 104,010 SOLV 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 104,010 shares
    Change vs previous 13F +14,239 shares

    <0.01% of the 13F portfolio, value $8,024,375.

    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 89,771 shares
    Change vs previous 13F +8,997 shares

    <0.01% of the 13F portfolio, value $5,862,025.

    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 80,774 shares
    Change vs previous 13F +6,087 shares

    <0.01% of the 13F portfolio, value $6,400,536.

    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 74,687 shares
    Change vs previous 13F +5,932 shares

    <0.01% of the 13F portfolio, value $5,452,176.

    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 68,755 shares
    Change vs previous 13F -570 shares

    <0.01% of the 13F portfolio, value $5,214,365.

    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 69,325 shares
    Change vs previous 13F -2,960 shares

    <0.01% of the 13F portfolio, value $5,271,478.

    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 72,285 shares
    Change vs previous 13F -13,170 shares

    <0.01% of the 13F portfolio, value $4,775,150.

    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 85,455 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,957,893.

    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).