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Disclosery

LPL Financial LLC: SPVM position timeline

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

LPL Financial LLC held 193,280 SPVM 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 193,280 shares
    Change vs previous 13F -2,836 shares

    <0.01% of the 13F portfolio, value $14,382,793.

    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 196,116 shares
    Change vs previous 13F +56,858 shares

    <0.01% of the 13F portfolio, value $13,512,390.

    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 139,258 shares
    Change vs previous 13F +23,353 shares

    <0.01% of the 13F portfolio, value $9,439,835.

    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 115,905 shares
    Change vs previous 13F +6,180 shares

    <0.01% of the 13F portfolio, value $7,621,066.

    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 109,725 shares
    Change vs previous 13F +28,143 shares

    <0.01% of the 13F portfolio, value $6,559,471.

    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 81,582 shares
    Change vs previous 13F +8,067 shares

    <0.01% of the 13F portfolio, value $4,680,368.

    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 73,515 shares
    Change vs previous 13F +2,935 shares

    <0.01% of the 13F portfolio, value $4,228,670.

    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 70,580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,122,704.

    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).