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Disclosery

LPL Financial LLC: SPYI position timeline

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

LPL Financial LLC held 5,257,356 SPYI 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 5,257,356 shares
    Change vs previous 13F +955,685 shares

    0.06% of the 13F portfolio, value $279,113,012.

    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 4,301,671 shares
    Change vs previous 13F +1,161,798 shares

    0.06% of the 13F portfolio, value $212,373,497.

    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 3,139,873 shares
    Change vs previous 13F +839,220 shares

    0.05% of the 13F portfolio, value $164,937,504.

    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 2,300,653 shares
    Change vs previous 13F +478,672 shares

    0.04% of the 13F portfolio, value $120,324,125.

    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 1,821,981 shares
    Change vs previous 13F +531,503 shares

    0.03% of the 13F portfolio, value $91,682,062.

    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 1,290,478 shares
    Change vs previous 13F +458,785 shares

    0.02% of the 13F portfolio, value $61,800,989.

    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 831,693 shares
    Change vs previous 13F +177,419 shares

    0.02% of the 13F portfolio, value $42,266,619.

    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 654,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,518,480.

    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).