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LPL Financial LLC: SSUS position timeline

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

LPL Financial LLC held 379,534 SSUS 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 379,534 shares
    Change vs previous 13F +892 shares

    <0.01% of the 13F portfolio, value $20,992,024.

    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 378,642 shares
    Change vs previous 13F -4,627 shares

    <0.01% of the 13F portfolio, value $17,677,071.

    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 383,269 shares
    Change vs previous 13F -4,573 shares

    0.01% of the 13F portfolio, value $18,684,358.

    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 387,842 shares
    Change vs previous 13F -5,388 shares

    0.01% of the 13F portfolio, value $18,735,475.

    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 393,230 shares
    Change vs previous 13F -84,363 shares

    0.01% of the 13F portfolio, value $17,683,560.

    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 477,593 shares
    Change vs previous 13F +20,296 shares

    0.01% of the 13F portfolio, value $19,442,797.

    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 457,297 shares
    Change vs previous 13F +12,944 shares

    0.01% of the 13F portfolio, value $19,238,499.

    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 444,353 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,480,662.

    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).