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Disclosery

LPL Financial LLC: SPTM position timeline

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

LPL Financial LLC held 8,300,927 SPTM 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 8,300,927 shares
    Change vs previous 13F -200,872 shares

    0.17% of the 13F portfolio, value $753,641,136.

    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 8,501,799 shares
    Change vs previous 13F +199,994 shares

    0.18% of the 13F portfolio, value $672,152,237.

    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 8,301,805 shares
    Change vs previous 13F +30,408 shares

    0.19% of the 13F portfolio, value $684,898,870.

    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 8,271,397 shares
    Change vs previous 13F +147,557 shares

    0.19% of the 13F portfolio, value $667,088,148.

    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 8,123,840 shares
    Change vs previous 13F -46,301 shares

    0.2% of the 13F portfolio, value $608,394,350.

    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 8,170,141 shares
    Change vs previous 13F -230,836 shares

    0.22% of the 13F portfolio, value $555,651,268.

    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 8,400,977 shares
    Change vs previous 13F -318,666 shares

    0.24% of the 13F portfolio, value $600,081,765.

    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 8,719,643 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $610,898,153.

    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).