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Disclosery

LPL Financial LLC: SURE position timeline

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

LPL Financial LLC held 8,648 SURE 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 8,648 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $1,288,266.

    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 8,322 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $1,058,235.

    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 8,470 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $1,079,276.

    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 8,430 shares
    Change vs previous 13F -482 shares

    <0.01% of the 13F portfolio, value $1,043,092.

    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 8,912 shares
    Change vs previous 13F -291 shares

    <0.01% of the 13F portfolio, value $1,046,970.

    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 9,203 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $1,026,245.

    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 8,696 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $1,012,140.

    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 8,663 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,031,206.

    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).