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Disclosery

LPL Financial LLC: SPOT position timeline

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

LPL Financial LLC held 121,171 SPOT 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 121,171 shares
    Change vs previous 13F +916 shares

    0.01% of the 13F portfolio, value $55,633,081.

    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 120,255 shares
    Change vs previous 13F -30,792 shares

    0.02% of the 13F portfolio, value $58,313,072.

    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 151,047 shares
    Change vs previous 13F -1,204 shares

    0.02% of the 13F portfolio, value $87,714,784.

    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 152,251 shares
    Change vs previous 13F +28,935 shares

    0.03% of the 13F portfolio, value $106,270,873.

    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 123,316 shares
    Change vs previous 13F +21,308 shares

    0.03% of the 13F portfolio, value $94,625,287.

    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 102,008 shares
    Change vs previous 13F +18,644 shares

    0.02% of the 13F portfolio, value $56,107,578.

    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 83,364 shares
    Change vs previous 13F +20,426 shares

    0.02% of the 13F portfolio, value $37,295,236.

    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 62,938 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,194,541.

    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).