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Disclosery

LPL Financial LLC: SPBO position timeline

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

LPL Financial LLC held 2,786,418 SPBO 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 2,786,418 shares
    Change vs previous 13F -163,623 shares

    0.02% of the 13F portfolio, value $80,917,571.

    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 2,950,041 shares
    Change vs previous 13F -79,079 shares

    0.02% of the 13F portfolio, value $85,639,677.

    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 3,029,120 shares
    Change vs previous 13F +100,339 shares

    0.02% of the 13F portfolio, value $88,874,369.

    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 2,928,781 shares
    Change vs previous 13F +150,101 shares

    0.03% of the 13F portfolio, value $86,779,782.

    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 2,778,680 shares
    Change vs previous 13F -241,750 shares

    0.03% of the 13F portfolio, value $81,193,015.

    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 3,020,430 shares
    Change vs previous 13F -594,600 shares

    0.03% of the 13F portfolio, value $87,683,090.

    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 3,615,030 shares
    Change vs previous 13F +423,700 shares

    0.04% of the 13F portfolio, value $103,534,454.

    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 3,191,330 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $95,835,636.

    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).