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Disclosery

LPL Financial LLC: SRVR position timeline

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

LPL Financial LLC held 352,703 SRVR 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 352,703 shares
    Change vs previous 13F +4,121 shares

    <0.01% of the 13F portfolio, value $11,205,361.

    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 348,582 shares
    Change vs previous 13F +38,354 shares

    <0.01% of the 13F portfolio, value $10,882,725.

    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 310,228 shares
    Change vs previous 13F +7,912 shares

    <0.01% of the 13F portfolio, value $8,884,916.

    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 302,316 shares
    Change vs previous 13F +2,982 shares

    <0.01% of the 13F portfolio, value $9,577,370.

    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 299,334 shares
    Change vs previous 13F -30,375 shares

    <0.01% of the 13F portfolio, value $9,674,476.

    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 329,709 shares
    Change vs previous 13F +69,149 shares

    <0.01% of the 13F portfolio, value $9,676,958.

    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 260,560 shares
    Change vs previous 13F -13,355 shares

    <0.01% of the 13F portfolio, value $7,811,585.

    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 273,915 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,803,642.

    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).