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LPL Financial LLC: SPSM position timeline

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

LPL Financial LLC held 25,175,605 SPSM 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 25,175,605 shares
    Change vs previous 13F +584,644 shares

    0.33% of the 13F portfolio, value $1,451,877,041.

    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 24,590,961 shares
    Change vs previous 13F -2,399,316 shares

    0.32% of the 13F portfolio, value $1,188,235,113.

    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 26,990,277 shares
    Change vs previous 13F +1,362,095 shares

    0.35% of the 13F portfolio, value $1,264,764,257.

    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 25,628,182 shares
    Change vs previous 13F +2,226,550 shares

    0.35% of the 13F portfolio, value $1,187,097,288.

    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 23,401,632 shares
    Change vs previous 13F +968,299 shares

    0.33% of the 13F portfolio, value $996,909,448.

    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 22,433,333 shares
    Change vs previous 13F +1,407,446 shares

    0.36% of the 13F portfolio, value $914,382,578.

    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 21,025,887 shares
    Change vs previous 13F +1,534,545 shares

    0.38% of the 13F portfolio, value $944,482,766.

    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 19,491,342 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $887,050,884.

    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).