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Disclosery

LPL Financial LLC: SPEM position timeline

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

LPL Financial LLC held 17,883,639 SPEM 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 17,883,639 shares
    Change vs previous 13F +1,186,999 shares

    0.21% of the 13F portfolio, value $926,014,760.

    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 16,696,640 shares
    Change vs previous 13F +1,109,591 shares

    0.21% of the 13F portfolio, value $783,239,338.

    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 15,587,049 shares
    Change vs previous 13F +1,758,866 shares

    0.2% of the 13F portfolio, value $729,629,696.

    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 13,828,183 shares
    Change vs previous 13F +2,174,497 shares

    0.19% of the 13F portfolio, value $647,297,203.

    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 11,653,686 shares
    Change vs previous 13F +947,233 shares

    0.17% of the 13F portfolio, value $498,078,496.

    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 10,706,453 shares
    Change vs previous 13F +620,049 shares

    0.16% of the 13F portfolio, value $421,513,027.

    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 10,086,404 shares
    Change vs previous 13F +442,126 shares

    0.16% of the 13F portfolio, value $387,015,270.

    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 9,644,278 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $398,115,762.

    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).