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Disclosery

LPL Financial LLC: SPHD position timeline

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

LPL Financial LLC held 2,164,842 SPHD 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 2,164,842 shares
    Change vs previous 13F -24,021 shares

    0.02% of the 13F portfolio, value $110,060,585.

    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 2,188,863 shares
    Change vs previous 13F +88,501 shares

    0.03% of the 13F portfolio, value $108,589,509.

    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 2,100,362 shares
    Change vs previous 13F -142,041 shares

    0.03% of the 13F portfolio, value $100,817,379.

    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 2,242,403 shares
    Change vs previous 13F -234,910 shares

    0.03% of the 13F portfolio, value $110,886,845.

    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 2,477,313 shares
    Change vs previous 13F -302,289 shares

    0.04% of the 13F portfolio, value $117,821,023.

    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 2,779,602 shares
    Change vs previous 13F +500,835 shares

    0.05% of the 13F portfolio, value $139,619,413.

    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 2,278,767 shares
    Change vs previous 13F +353,642 shares

    0.04% of the 13F portfolio, value $110,087,240.

    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 1,925,125 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $97,353,568.

    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).