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LPL Financial LLC: SPTL position timeline

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

LPL Financial LLC held 10,918,643 SPTL 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 10,918,643 shares
    Change vs previous 13F +2,179,060 shares

    0.06% of the 13F portfolio, value $286,395,980.

    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 8,739,583 shares
    Change vs previous 13F -3,370,726 shares

    0.06% of the 13F portfolio, value $229,851,019.

    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 12,110,309 shares
    Change vs previous 13F +2,205,261 shares

    0.09% of the 13F portfolio, value $320,559,853.

    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 9,905,048 shares
    Change vs previous 13F +523,102 shares

    0.08% of the 13F portfolio, value $266,941,039.

    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 9,381,946 shares
    Change vs previous 13F -1,285,431 shares

    0.08% of the 13F portfolio, value $249,372,115.

    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 10,667,377 shares
    Change vs previous 13F +277,771 shares

    0.11% of the 13F portfolio, value $290,792,671.

    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 10,389,606 shares
    Change vs previous 13F -622,335 shares

    0.11% of the 13F portfolio, value $272,103,755.

    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 11,011,941 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $320,117,112.

    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).