LPL Financial LLC: SON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SON, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 169,019 SON shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 169,019 sharesChange vs previous 13F +91,606 shares
<0.01% of the 13F portfolio, value $9,524,233.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,413 sharesChange vs previous 13F -4,346 shares
<0.01% of the 13F portfolio, value $4,187,270.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 81,759 sharesChange vs previous 13F -14,879 shares
<0.01% of the 13F portfolio, value $3,567,962.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 96,638 sharesChange vs previous 13F +16,998 shares
<0.01% of the 13F portfolio, value $4,164,111.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 79,640 sharesChange vs previous 13F +12,539 shares
<0.01% of the 13F portfolio, value $3,469,111.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 67,101 sharesChange vs previous 13F +9,303 shares
<0.01% of the 13F portfolio, value $3,169,865.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,798 sharesChange vs previous 13F +3,400 shares
<0.01% of the 13F portfolio, value $2,823,427.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,398 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,971,743.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).