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Disclosery

LPL Financial LLC: SPEU position timeline

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

LPL Financial LLC held 316,541 SPEU 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 316,541 shares
    Change vs previous 13F -608 shares

    <0.01% of the 13F portfolio, value $17,371,795.

    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 317,149 shares
    Change vs previous 13F -46,581 shares

    <0.01% of the 13F portfolio, value $16,250,717.

    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 363,730 shares
    Change vs previous 13F +9,287 shares

    0.01% of the 13F portfolio, value $18,961,247.

    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 354,443 shares
    Change vs previous 13F +7,803 shares

    0.01% of the 13F portfolio, value $17,654,794.

    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 346,640 shares
    Change vs previous 13F -493,419 shares

    0.01% of the 13F portfolio, value $16,798,157.

    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 840,059 shares
    Change vs previous 13F +634,378 shares

    0.01% of the 13F portfolio, value $36,970,989.

    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 205,681 shares
    Change vs previous 13F -27,428 shares

    <0.01% of the 13F portfolio, value $8,194,348.

    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 233,109 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,354,502.

    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).