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LPL Financial LLC: SPSB position timeline

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

LPL Financial LLC held 9,608,002 SPSB 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 9,608,002 shares
    Change vs previous 13F +98,800 shares

    0.06% of the 13F portfolio, value $288,336,109.

    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 9,509,202 shares
    Change vs previous 13F +83,722 shares

    0.08% of the 13F portfolio, value $285,941,680.

    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 9,425,480 shares
    Change vs previous 13F +1,518,271 shares

    0.08% of the 13F portfolio, value $284,649,479.

    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 7,907,209 shares
    Change vs previous 13F +384,250 shares

    0.07% of the 13F portfolio, value $239,509,347.

    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 7,522,959 shares
    Change vs previous 13F +478,138 shares

    0.08% of the 13F portfolio, value $227,118,102.

    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 7,044,821 shares
    Change vs previous 13F +1,379,249 shares

    0.08% of the 13F portfolio, value $212,049,087.

    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 5,665,572 shares
    Change vs previous 13F +284,982 shares

    0.07% of the 13F portfolio, value $169,173,979.

    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 5,380,590 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $162,924,253.

    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).