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Disclosery

LPL Financial LLC: SUI position timeline

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

LPL Financial LLC held 28,426 SUI 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 28,426 shares
    Change vs previous 13F +623 shares

    <0.01% of the 13F portfolio, value $3,408,571.

    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 27,803 shares
    Change vs previous 13F -154 shares

    <0.01% of the 13F portfolio, value $3,502,037.

    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 27,957 shares
    Change vs previous 13F -162 shares

    <0.01% of the 13F portfolio, value $3,464,207.

    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 28,119 shares
    Change vs previous 13F -2,152 shares

    <0.01% of the 13F portfolio, value $3,627,376.

    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 30,271 shares
    Change vs previous 13F +7,653 shares

    <0.01% of the 13F portfolio, value $3,829,088.

    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 22,618 shares
    Change vs previous 13F -2,942 shares

    <0.01% of the 13F portfolio, value $2,909,569.

    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 25,560 shares
    Change vs previous 13F +4,665 shares

    <0.01% of the 13F portfolio, value $3,143,107.

    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 20,895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,823,973.

    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).