Skip to content
Disclosery

LPL Financial LLC: SPDW position timeline

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

LPL Financial LLC held 39,005,504 SPDW 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 39,005,504 shares
    Change vs previous 13F +979,702 shares

    0.44% of the 13F portfolio, value $1,965,487,227.

    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 38,025,802 shares
    Change vs previous 13F +681,940 shares

    0.46% of the 13F portfolio, value $1,735,877,766.

    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 37,343,862 shares
    Change vs previous 13F +3,292,815 shares

    0.45% of the 13F portfolio, value $1,658,440,827.

    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 34,051,047 shares
    Change vs previous 13F +4,044,799 shares

    0.43% of the 13F portfolio, value $1,457,044,223.

    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 30,006,248 shares
    Change vs previous 13F -727,317 shares

    0.41% of the 13F portfolio, value $1,214,952,937.

    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 30,733,565 shares
    Change vs previous 13F +2,701,493 shares

    0.44% of the 13F portfolio, value $1,119,009,062.

    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 28,032,072 shares
    Change vs previous 13F +771,500 shares

    0.39% of the 13F portfolio, value $956,734,578.

    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 27,260,572 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,023,907,038.

    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).