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Disclosery

LPL Financial LLC: STE position timeline

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

LPL Financial LLC held 44,411 STE 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 44,411 shares
    Change vs previous 13F +3,268 shares

    <0.01% of the 13F portfolio, value $9,351,594.

    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 41,143 shares
    Change vs previous 13F -66,000 shares

    <0.01% of the 13F portfolio, value $9,097,953.

    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 107,143 shares
    Change vs previous 13F +65,808 shares

    0.01% of the 13F portfolio, value $27,162,867.

    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 41,335 shares
    Change vs previous 13F +2,076 shares

    <0.01% of the 13F portfolio, value $10,227,991.

    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 39,259 shares
    Change vs previous 13F +859 shares

    <0.01% of the 13F portfolio, value $9,430,709.

    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 38,400 shares
    Change vs previous 13F +2,696 shares

    <0.01% of the 13F portfolio, value $8,703,353.

    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 35,704 shares
    Change vs previous 13F -69,976 shares

    <0.01% of the 13F portfolio, value $7,339,280.

    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 105,680 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,631,780.

    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).