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Disclosery

LPL Financial LLC: SPDN position timeline

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

LPL Financial LLC held 151,497 SPDN 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 151,497 shares
    Change vs previous 13F -94,094 shares

    <0.01% of the 13F portfolio, value $1,313,479.

    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 245,591 shares
    Change vs previous 13F +123,347 shares

    <0.01% of the 13F portfolio, value $2,443,630.

    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 122,244 shares
    Change vs previous 13F +86,648 shares

    <0.01% of the 13F portfolio, value $1,152,761.

    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 35,596 shares
    Change vs previous 13F +2,756 shares

    <0.01% of the 13F portfolio, value $342,078.

    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 32,840 shares
    Change vs previous 13F -247,573 shares

    <0.01% of the 13F portfolio, value $338,252.

    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 280,413 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,249,987.

    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).