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Disclosery

LPL Financial LLC: SPMD position timeline

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

LPL Financial LLC held 13,456,379 SPMD 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 13,456,379 shares
    Change vs previous 13F +603,835 shares

    0.2% of the 13F portfolio, value $909,112,911.

    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 12,852,544 shares
    Change vs previous 13F +8,072 shares

    0.2% of the 13F portfolio, value $761,127,616.

    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 12,844,472 shares
    Change vs previous 13F +173,911 shares

    0.2% of the 13F portfolio, value $743,823,335.

    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 12,670,561 shares
    Change vs previous 13F +3,184 shares

    0.21% of the 13F portfolio, value $724,629,333.

    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 12,667,377 shares
    Change vs previous 13F -429,729 shares

    0.23% of the 13F portfolio, value $688,851,890.

    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 13,097,106 shares
    Change vs previous 13F +216,594 shares

    0.26% of the 13F portfolio, value $670,309,817.

    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 12,880,512 shares
    Change vs previous 13F +678,876 shares

    0.29% of the 13F portfolio, value $704,435,124.

    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 12,201,636 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $667,185,397.

    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).