LPL Financial LLC: SPGM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SPGM, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 2,266,094 SPGM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,266,094 sharesChange vs previous 13F +70,559 shares
0.04% of the 13F portfolio, value $194,136,289.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,195,535 sharesChange vs previous 13F +2,531 shares
0.04% of the 13F portfolio, value $166,223,937.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,193,004 sharesChange vs previous 13F +35,972 shares
0.05% of the 13F portfolio, value $168,225,300.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,157,032 sharesChange vs previous 13F -471,240 shares
0.05% of the 13F portfolio, value $161,561,686.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,628,272 sharesChange vs previous 13F +277,580 shares
0.06% of the 13F portfolio, value $181,350,789.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,350,692 sharesChange vs previous 13F +70,877 shares
0.06% of the 13F portfolio, value $146,730,187.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,279,815 sharesChange vs previous 13F -4,954 shares
0.06% of the 13F portfolio, value $144,380,672.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,284,769 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $147,984,472.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).