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Disclosery

LPL Financial LLC: SPG position timeline

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

LPL Financial LLC held 324,448 SPG 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 324,448 shares
    Change vs previous 13F +8,229 shares

    0.02% of the 13F portfolio, value $72,562,688.

    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 316,219 shares
    Change vs previous 13F -9,248 shares

    0.02% of the 13F portfolio, value $58,984,217.

    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 325,467 shares
    Change vs previous 13F -9,808 shares

    0.02% of the 13F portfolio, value $60,247,250.

    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 335,275 shares
    Change vs previous 13F -48,193 shares

    0.02% of the 13F portfolio, value $62,921,107.

    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 383,468 shares
    Change vs previous 13F +34,310 shares

    0.02% of the 13F portfolio, value $61,646,304.

    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 349,158 shares
    Change vs previous 13F -9,256 shares

    0.02% of the 13F portfolio, value $57,988,169.

    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 358,414 shares
    Change vs previous 13F +7,087 shares

    0.03% of the 13F portfolio, value $61,722,554.

    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 351,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $59,381,209.

    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).