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Disclosery

LPL Financial LLC: SSO position timeline

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

LPL Financial LLC held 39,941 SSO 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 39,941 shares
    Change vs previous 13F -22,605 shares

    <0.01% of the 13F portfolio, value $2,691,192.

    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 62,546 shares
    Change vs previous 13F -2,112 shares

    <0.01% of the 13F portfolio, value $3,244,861.

    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 64,658 shares
    Change vs previous 13F +19,620 shares

    <0.01% of the 13F portfolio, value $3,744,983.

    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 45,038 shares
    Change vs previous 13F +19,048 shares

    <0.01% of the 13F portfolio, value $5,050,102.

    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 25,990 shares
    Change vs previous 13F +13,111 shares

    <0.01% of the 13F portfolio, value $2,539,735.

    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 12,879 shares
    Change vs previous 13F +4,036 shares

    <0.01% of the 13F portfolio, value $1,066,117.

    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 8,843 shares
    Change vs previous 13F -2,166 shares

    <0.01% of the 13F portfolio, value $818,059.

    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 11,009 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $992,675.

    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).