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Disclosery

LPL Financial LLC: SPY position timeline

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

LPL Financial LLC held 9,899,502 SPY 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 9,899,502 shares
    Change vs previous 13F -63,465 shares

    1.66% of the 13F portfolio, value $7,392,651,130.

    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 9,962,967 shares
    Change vs previous 13F -207,794 shares

    1.72% of the 13F portfolio, value $6,479,316,039.

    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 10,170,761 shares
    Change vs previous 13F +229,013 shares

    1.9% of the 13F portfolio, value $6,935,645,827.

    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 9,941,748 shares
    Change vs previous 13F +311,565 shares

    1.93% of the 13F portfolio, value $6,622,993,698.

    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 9,630,183 shares
    Change vs previous 13F +582,235 shares

    1.99% of the 13F portfolio, value $5,950,008,934.

    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 9,047,948 shares
    Change vs previous 13F +100,234 shares

    1.97% of the 13F portfolio, value $5,061,331,435.

    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 8,947,714 shares
    Change vs previous 13F +391,606 shares

    2.13% of the 13F portfolio, value $5,244,076,448.

    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 8,556,108 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,909,152,828.

    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).