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Disclosery

LPL Financial LLC: SPD position timeline

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

LPL Financial LLC held 74,260 SPD 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 74,260 shares
    Change vs previous 13F -164,039 shares

    <0.01% of the 13F portfolio, value $3,080,298.

    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 238,299 shares
    Change vs previous 13F -146,501 shares

    <0.01% of the 13F portfolio, value $8,666,709.

    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 384,800 shares
    Change vs previous 13F +344,548 shares

    <0.01% of the 13F portfolio, value $15,107,228.

    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 40,252 shares
    Change vs previous 13F +16,136 shares

    <0.01% of the 13F portfolio, value $1,590,362.

    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 24,116 shares
    Change vs previous 13F +3,941 shares

    <0.01% of the 13F portfolio, value $916,797.

    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 20,175 shares
    Change vs previous 13F +1,926 shares

    <0.01% of the 13F portfolio, value $624,041.

    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 18,249 shares
    Change vs previous 13F +5,556 shares

    <0.01% of the 13F portfolio, value $609,009.

    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 12,693 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $424,822.

    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).