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Disclosery

LPL Financial LLC: SPIB position timeline

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

LPL Financial LLC held 58,146,645 SPIB 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 58,146,645 shares
    Change vs previous 13F +6,171,730 shares

    0.44% of the 13F portfolio, value $1,945,586,668.

    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 51,974,915 shares
    Change vs previous 13F +2,918,486 shares

    0.46% of the 13F portfolio, value $1,743,238,597.

    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 49,056,429 shares
    Change vs previous 13F +2,313,152 shares

    0.45% of the 13F portfolio, value $1,658,597,793.

    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 46,743,277 shares
    Change vs previous 13F +1,873,661 shares

    0.46% of the 13F portfolio, value $1,584,129,613.

    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 44,869,616 shares
    Change vs previous 13F +2,637,433 shares

    0.5% of the 13F portfolio, value $1,506,721,656.

    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 42,232,183 shares
    Change vs previous 13F +3,902,141 shares

    0.55% of the 13F portfolio, value $1,403,797,725.

    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 38,330,042 shares
    Change vs previous 13F +3,353,932 shares

    0.51% of the 13F portfolio, value $1,255,692,141.

    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 34,976,110 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,179,044,633.

    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).