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Disclosery

LPL Financial LLC: SU position timeline

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

LPL Financial LLC held 222,394 SU 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 222,394 shares
    Change vs previous 13F -5,293 shares

    <0.01% of the 13F portfolio, value $11,938,097.

    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 227,687 shares
    Change vs previous 13F -4,987 shares

    <0.01% of the 13F portfolio, value $15,052,365.

    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 232,674 shares
    Change vs previous 13F -10,803 shares

    <0.01% of the 13F portfolio, value $10,321,436.

    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 243,477 shares
    Change vs previous 13F +33,384 shares

    <0.01% of the 13F portfolio, value $10,179,772.

    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 210,093 shares
    Change vs previous 13F +9,745 shares

    <0.01% of the 13F portfolio, value $7,867,965.

    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 200,348 shares
    Change vs previous 13F -36,453 shares

    <0.01% of the 13F portfolio, value $7,757,457.

    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 236,801 shares
    Change vs previous 13F -39,343 shares

    <0.01% of the 13F portfolio, value $8,449,046.

    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 276,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,195,226.

    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).