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Disclosery

LPL Financial LLC: SPHB position timeline

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

LPL Financial LLC held 261,857 SPHB 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 261,857 shares
    Change vs previous 13F +23,217 shares

    0.01% of the 13F portfolio, value $40,742,344.

    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 238,640 shares
    Change vs previous 13F +16,800 shares

    0.01% of the 13F portfolio, value $27,670,356.

    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 221,840 shares
    Change vs previous 13F +23,514 shares

    0.01% of the 13F portfolio, value $25,948,608.

    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 198,326 shares
    Change vs previous 13F +963 shares

    0.01% of the 13F portfolio, value $21,776,232.

    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 197,363 shares
    Change vs previous 13F -188,024 shares

    0.01% of the 13F portfolio, value $19,248,786.

    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 385,387 shares
    Change vs previous 13F +251,894 shares

    0.01% of the 13F portfolio, value $30,160,402.

    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 133,493 shares
    Change vs previous 13F -10,406 shares

    <0.01% of the 13F portfolio, value $11,834,137.

    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 143,899 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,838,661.

    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).