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Disclosery

LPL Financial LLC: SPFF position timeline

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

LPL Financial LLC held 2,043,279 SPFF 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 2,043,279 shares
    Change vs previous 13F +1,376,687 shares

    <0.01% of the 13F portfolio, value $19,161,867.

    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 666,592 shares
    Change vs previous 13F +23,870 shares

    <0.01% of the 13F portfolio, value $5,926,005.

    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 642,722 shares
    Change vs previous 13F +7,607 shares

    <0.01% of the 13F portfolio, value $5,990,167.

    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 635,115 shares
    Change vs previous 13F -55,670 shares

    <0.01% of the 13F portfolio, value $5,868,463.

    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 690,785 shares
    Change vs previous 13F -8,928 shares

    <0.01% of the 13F portfolio, value $6,196,340.

    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 699,713 shares
    Change vs previous 13F -33,108 shares

    <0.01% of the 13F portfolio, value $6,273,138.

    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 732,821 shares
    Change vs previous 13F -27,726 shares

    <0.01% of the 13F portfolio, value $6,785,919.

    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 760,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,412,136.

    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).