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LPL Financial LLC: SPGP position timeline

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

LPL Financial LLC held 1,063,264 SPGP 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 1,063,264 shares
    Change vs previous 13F -137,384 shares

    0.03% of the 13F portfolio, value $130,026,540.

    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 1,200,648 shares
    Change vs previous 13F -94,604 shares

    0.03% of the 13F portfolio, value $129,213,731.

    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 1,295,252 shares
    Change vs previous 13F -311,871 shares

    0.04% of the 13F portfolio, value $147,477,351.

    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 1,607,123 shares
    Change vs previous 13F -634,684 shares

    0.05% of the 13F portfolio, value $182,601,308.

    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 2,241,807 shares
    Change vs previous 13F -315,307 shares

    0.08% of the 13F portfolio, value $241,442,619.

    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 2,557,114 shares
    Change vs previous 13F -655,924 shares

    0.1% of the 13F portfolio, value $255,404,502.

    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 3,213,038 shares
    Change vs previous 13F -161,329 shares

    0.14% of the 13F portfolio, value $336,983,433.

    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 3,374,367 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $353,194,946.

    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).