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Disclosery

LPL Financial LLC: SPLV position timeline

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

LPL Financial LLC held 3,827,985 SPLV 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 3,827,985 shares
    Change vs previous 13F +797,414 shares

    0.06% of the 13F portfolio, value $286,716,036.

    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 3,030,571 shares
    Change vs previous 13F -219,214 shares

    0.06% of the 13F portfolio, value $221,655,957.

    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 3,249,785 shares
    Change vs previous 13F -372,229 shares

    0.06% of the 13F portfolio, value $232,099,603.

    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 3,622,014 shares
    Change vs previous 13F -631,970 shares

    0.08% of the 13F portfolio, value $266,145,596.

    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 4,253,984 shares
    Change vs previous 13F +669,321 shares

    0.1% of the 13F portfolio, value $309,775,075.

    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 3,584,663 shares
    Change vs previous 13F +593,238 shares

    0.1% of the 13F portfolio, value $267,846,042.

    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 2,991,425 shares
    Change vs previous 13F +55,341 shares

    0.09% of the 13F portfolio, value $209,399,750.

    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 2,936,084 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $210,605,313.

    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).