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LPL Financial LLC: SRLN position timeline

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

LPL Financial LLC held 3,586,924 SRLN 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 3,586,924 shares
    Change vs previous 13F +117,211 shares

    0.03% of the 13F portfolio, value $144,517,140.

    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 3,469,713 shares
    Change vs previous 13F -367,344 shares

    0.04% of the 13F portfolio, value $139,274,269.

    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 3,837,057 shares
    Change vs previous 13F +154,173 shares

    0.04% of the 13F portfolio, value $158,355,345.

    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 3,682,884 shares
    Change vs previous 13F +108,780 shares

    0.04% of the 13F portfolio, value $153,134,286.

    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 3,574,104 shares
    Change vs previous 13F -63,154 shares

    0.05% of the 13F portfolio, value $148,646,979.

    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 3,637,258 shares
    Change vs previous 13F +809,869 shares

    0.06% of the 13F portfolio, value $149,600,427.

    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 2,827,389 shares
    Change vs previous 13F +198,616 shares

    0.05% of the 13F portfolio, value $117,986,945.

    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 2,628,773 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $109,777,556.

    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).