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LPL Financial LLC: STM position timeline

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

LPL Financial LLC held 229,374 STM 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 229,374 shares
    Change vs previous 13F +24,745 shares

    <0.01% of the 13F portfolio, value $17,177,879.

    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 204,629 shares
    Change vs previous 13F +45,629 shares

    <0.01% of the 13F portfolio, value $7,069,948.

    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 159,000 shares
    Change vs previous 13F +3,953 shares

    <0.01% of the 13F portfolio, value $4,124,468.

    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 155,047 shares
    Change vs previous 13F +1,286 shares

    <0.01% of the 13F portfolio, value $4,381,641.

    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 153,761 shares
    Change vs previous 13F +29,872 shares

    <0.01% of the 13F portfolio, value $4,675,858.

    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 123,889 shares
    Change vs previous 13F +3,959 shares

    <0.01% of the 13F portfolio, value $2,720,610.

    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 119,930 shares
    Change vs previous 13F +8,763 shares

    <0.01% of the 13F portfolio, value $2,994,652.

    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 111,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,305,007.

    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).