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Disclosery

LPL Financial LLC: STT position timeline

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

LPL Financial LLC held 261,233 STT 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 261,233 shares
    Change vs previous 13F +113,322 shares

    0.01% of the 13F portfolio, value $44,305,054.

    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 147,911 shares
    Change vs previous 13F +4,808 shares

    <0.01% of the 13F portfolio, value $18,719,554.

    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 143,103 shares
    Change vs previous 13F +1,775 shares

    0.01% of the 13F portfolio, value $18,461,675.

    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 141,328 shares
    Change vs previous 13F +15,440 shares

    <0.01% of the 13F portfolio, value $16,395,453.

    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 125,888 shares
    Change vs previous 13F +2,481 shares

    <0.01% of the 13F portfolio, value $13,386,926.

    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 123,407 shares
    Change vs previous 13F +7,656 shares

    <0.01% of the 13F portfolio, value $11,048,567.

    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 115,751 shares
    Change vs previous 13F +24,585 shares

    <0.01% of the 13F portfolio, value $11,360,941.

    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 91,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,065,462.

    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).