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Disclosery

LPL Financial LLC: SPDV position timeline

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

LPL Financial LLC held 203,857 SPDV 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 203,857 shares
    Change vs previous 13F +34,703 shares

    <0.01% of the 13F portfolio, value $7,856,251.

    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 169,154 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $6,297,417.

    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 169,104 shares
    Change vs previous 13F +7,722 shares

    <0.01% of the 13F portfolio, value $5,859,451.

    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 161,382 shares
    Change vs previous 13F +10,344 shares

    <0.01% of the 13F portfolio, value $5,605,535.

    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 151,038 shares
    Change vs previous 13F +2,789 shares

    <0.01% of the 13F portfolio, value $4,899,688.

    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 148,249 shares
    Change vs previous 13F -459 shares

    <0.01% of the 13F portfolio, value $4,822,577.

    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 148,708 shares
    Change vs previous 13F -27,126 shares

    <0.01% of the 13F portfolio, value $4,836,045.

    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 175,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,899,665.

    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).