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
- period ended2026-06-3013F 25,175,605 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,590,961 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,990,277 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,628,182 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,401,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,433,333 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,025,887 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,491,342 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).