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Disclosery

LPL Financial LLC: SQLV position timeline

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

LPL Financial LLC held 15,579 SQLV 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 15,579 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $811,839.

    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 15,709 shares
    Change vs previous 13F -1,466 shares

    <0.01% of the 13F portfolio, value $692,296.

    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 17,175 shares
    Change vs previous 13F -75,493 shares

    <0.01% of the 13F portfolio, value $741,639.

    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 92,668 shares
    Change vs previous 13F +3,064 shares

    <0.01% of the 13F portfolio, value $3,960,259.

    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 89,604 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $3,589,276.

    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 88,904 shares
    Change vs previous 13F +4,547 shares

    <0.01% of the 13F portfolio, value $3,363,238.

    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 84,357 shares
    Change vs previous 13F +877 shares

    <0.01% of the 13F portfolio, value $3,597,007.

    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 83,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,507,437.

    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).