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Disclosery

LPL Financial LLC: STEP position timeline

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

LPL Financial LLC held 124,366 STEP 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 124,366 shares
    Change vs previous 13F +108,817 shares

    <0.01% of the 13F portfolio, value $5,143,766.

    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 15,549 shares
    Change vs previous 13F -42,520 shares

    <0.01% of the 13F portfolio, value $742,020.

    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 58,069 shares
    Change vs previous 13F +41,563 shares

    <0.01% of the 13F portfolio, value $3,726,313.

    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 16,506 shares
    Change vs previous 13F -632 shares

    <0.01% of the 13F portfolio, value $1,077,978.

    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 17,138 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $951,184.

    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 17,142 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $895,324.

    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 17,077 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $988,410.

    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 17,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $969,346.

    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).