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LPL Financial LLC: SPMB position timeline

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

LPL Financial LLC held 22,418,421 SPMB 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 22,418,421 shares
    Change vs previous 13F -1,007,916 shares

    0.11% of the 13F portfolio, value $500,154,946.

    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 23,426,337 shares
    Change vs previous 13F +3,187,367 shares

    0.14% of the 13F portfolio, value $524,515,662.

    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 20,238,970 shares
    Change vs previous 13F +1,974,582 shares

    0.12% of the 13F portfolio, value $453,656,445.

    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 18,264,388 shares
    Change vs previous 13F +1,981,971 shares

    0.12% of the 13F portfolio, value $409,852,845.

    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 16,282,417 shares
    Change vs previous 13F +865,512 shares

    0.12% of the 13F portfolio, value $359,841,392.

    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 15,416,905 shares
    Change vs previous 13F +2,152,458 shares

    0.13% of the 13F portfolio, value $339,942,745.

    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 13,264,447 shares
    Change vs previous 13F +1,176,304 shares

    0.12% of the 13F portfolio, value $285,848,810.

    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 12,088,143 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $272,345,840.

    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).