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LPL Financial LLC: SPYV position timeline

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

LPL Financial LLC held 52,010,628 SPYV 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 52,010,628 shares
    Change vs previous 13F +524,937 shares

    0.71% of the 13F portfolio, value $3,161,725,981.

    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 51,485,691 shares
    Change vs previous 13F +1,386,584 shares

    0.77% of the 13F portfolio, value $2,913,060,291.

    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 50,099,107 shares
    Change vs previous 13F +3,656,552 shares

    0.78% of the 13F portfolio, value $2,846,130,188.

    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 46,442,555 shares
    Change vs previous 13F +1,299,977 shares

    0.75% of the 13F portfolio, value $2,569,666,485.

    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 45,142,578 shares
    Change vs previous 13F +2,350,130 shares

    0.79% of the 13F portfolio, value $2,362,762,456.

    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 42,792,448 shares
    Change vs previous 13F +1,387,832 shares

    0.85% of the 13F portfolio, value $2,185,410,216.

    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 41,404,616 shares
    Change vs previous 13F +2,253,997 shares

    0.86% of the 13F portfolio, value $2,117,431,968.

    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 39,150,619 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,069,501,668.

    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).