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Disclosery

LPL Financial LLC: SPXE position timeline

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

LPL Financial LLC held 30,717 SPXE 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 30,717 shares
    Change vs previous 13F -403 shares

    <0.01% of the 13F portfolio, value $2,478,754.

    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 31,120 shares
    Change vs previous 13F +3,410 shares

    <0.01% of the 13F portfolio, value $2,162,821.

    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 27,710 shares
    Change vs previous 13F +1,439 shares

    <0.01% of the 13F portfolio, value $2,047,234.

    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 26,271 shares
    Change vs previous 13F +726 shares

    <0.01% of the 13F portfolio, value $1,895,778.

    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 25,545 shares
    Change vs previous 13F -2,270 shares

    <0.01% of the 13F portfolio, value $1,708,641.

    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 27,815 shares
    Change vs previous 13F -3,146 shares

    <0.01% of the 13F portfolio, value $1,672,007.

    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 30,961 shares
    Change vs previous 13F +5,476 shares

    <0.01% of the 13F portfolio, value $1,958,803.

    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 25,485 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,576,548.

    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).