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Disclosery

LPL Financial LLC: SPFI position timeline

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

LPL Financial LLC held 6,989 SPFI 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 6,989 shares
    Change vs previous 13F -722 shares

    <0.01% of the 13F portfolio, value $301,102.

    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 7,711 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $323,077.

    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 7,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,860.

    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).