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LPL Financial LLC: SPBC position timeline

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

LPL Financial LLC held 148,080 SPBC 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 148,080 shares
    Change vs previous 13F +3,400 shares

    <0.01% of the 13F portfolio, value $6,988,188.

    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 144,680 shares
    Change vs previous 13F -28,565 shares

    <0.01% of the 13F portfolio, value $6,016,725.

    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 173,245 shares
    Change vs previous 13F -221,192 shares

    <0.01% of the 13F portfolio, value $7,747,470.

    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 394,437 shares
    Change vs previous 13F +170,615 shares

    0.01% of the 13F portfolio, value $17,690,253.

    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 223,822 shares
    Change vs previous 13F +39,066 shares

    <0.01% of the 13F portfolio, value $9,275,204.

    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 184,756 shares
    Change vs previous 13F +81,415 shares

    <0.01% of the 13F portfolio, value $6,708,501.

    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 103,341 shares
    Change vs previous 13F +48,026 shares

    <0.01% of the 13F portfolio, value $3,991,539.

    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 55,315 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,010,815.

    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).