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LPL Financial LLC: SRRK position timeline

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

LPL Financial LLC held 33,444 SRRK 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 33,444 shares
    Change vs previous 13F +16,480 shares

    <0.01% of the 13F portfolio, value $1,839,420.

    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 16,964 shares
    Change vs previous 13F -559 shares

    <0.01% of the 13F portfolio, value $833,950.

    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 17,523 shares
    Change vs previous 13F +1,822 shares

    <0.01% of the 13F portfolio, value $771,888.

    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 15,701 shares
    Change vs previous 13F +1,415 shares

    <0.01% of the 13F portfolio, value $584,705.

    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 14,286 shares
    Change vs previous 13F +993 shares

    <0.01% of the 13F portfolio, value $506,010.

    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 13,293 shares
    Change vs previous 13F -366 shares

    <0.01% of the 13F portfolio, value $427,370.

    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 13,659 shares
    Change vs previous 13F -26,709 shares

    <0.01% of the 13F portfolio, value $590,342.

    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 40,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,348.

    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).