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Disclosery

LPL Financial LLC: SRAD position timeline

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

LPL Financial LLC held 62,200 SRAD 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 62,200 shares
    Change vs previous 13F +19,731 shares

    <0.01% of the 13F portfolio, value $931,134.

    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 42,469 shares
    Change vs previous 13F -19,462 shares

    <0.01% of the 13F portfolio, value $710,934.

    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 61,931 shares
    Change vs previous 13F -54,314 shares

    <0.01% of the 13F portfolio, value $1,472,105.

    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 116,245 shares
    Change vs previous 13F +26,021 shares

    <0.01% of the 13F portfolio, value $3,126,985.

    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 90,224 shares
    Change vs previous 13F +43,256 shares

    <0.01% of the 13F portfolio, value $2,533,490.

    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 46,968 shares
    Change vs previous 13F +11,305 shares

    <0.01% of the 13F portfolio, value $1,015,448.

    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 35,663 shares
    Change vs previous 13F +1,287 shares

    <0.01% of the 13F portfolio, value $618,396.

    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 34,376 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $416,293.

    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).