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Disclosery

LPL Financial LLC: SRCE position timeline

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

LPL Financial LLC held 10,590 SRCE 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 10,590 shares
    Change vs previous 13F +629 shares

    <0.01% of the 13F portfolio, value $863,913.

    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 9,961 shares
    Change vs previous 13F +1,108 shares

    <0.01% of the 13F portfolio, value $689,385.

    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 8,853 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $553,194.

    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 7,642 shares
    Change vs previous 13F -1,466 shares

    <0.01% of the 13F portfolio, value $470,447.

    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 9,108 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $565,319.

    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 9,994 shares
    Change vs previous 13F +236 shares

    <0.01% of the 13F portfolio, value $597,768.

    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 9,758 shares
    Change vs previous 13F +109 shares

    <0.01% of the 13F portfolio, value $569,648.

    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 9,649 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $577,811.

    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).