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Disclosery

LPL Financial LLC: SRET position timeline

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

LPL Financial LLC held 544,833 SRET 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 544,833 shares
    Change vs previous 13F +39,266 shares

    <0.01% of the 13F portfolio, value $12,351,358.

    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 505,567 shares
    Change vs previous 13F +34,527 shares

    <0.01% of the 13F portfolio, value $10,718,013.

    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 471,040 shares
    Change vs previous 13F +40,743 shares

    <0.01% of the 13F portfolio, value $10,257,356.

    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 430,297 shares
    Change vs previous 13F -2,138 shares

    <0.01% of the 13F portfolio, value $9,311,621.

    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 432,435 shares
    Change vs previous 13F +35,329 shares

    <0.01% of the 13F portfolio, value $9,150,317.

    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 397,106 shares
    Change vs previous 13F +33,042 shares

    <0.01% of the 13F portfolio, value $8,418,637.

    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 364,064 shares
    Change vs previous 13F -30,151 shares

    <0.01% of the 13F portfolio, value $7,284,914.

    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 394,215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,861,960.

    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).