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Disclosery

LPL Financial LLC: STOT position timeline

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

LPL Financial LLC held 962,313 STOT 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 962,313 shares
    Change vs previous 13F +360,195 shares

    0.01% of the 13F portfolio, value $45,286,225.

    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 602,118 shares
    Change vs previous 13F +87,386 shares

    0.01% of the 13F portfolio, value $28,377,840.

    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 514,732 shares
    Change vs previous 13F -27,942 shares

    0.01% of the 13F portfolio, value $24,336,504.

    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 542,674 shares
    Change vs previous 13F +43,373 shares

    0.01% of the 13F portfolio, value $25,714,591.

    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 499,301 shares
    Change vs previous 13F -38,556 shares

    0.01% of the 13F portfolio, value $23,641,897.

    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 537,857 shares
    Change vs previous 13F +85,798 shares

    0.01% of the 13F portfolio, value $25,413,741.

    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 452,059 shares
    Change vs previous 13F +71,373 shares

    0.01% of the 13F portfolio, value $21,183,486.

    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 380,686 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,071,172.

    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).