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Disclosery

LPL Financial LLC: SUSA position timeline

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

LPL Financial LLC held 280,854 SUSA 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 280,854 shares
    Change vs previous 13F -26,410 shares

    0.01% of the 13F portfolio, value $43,335,834.

    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 307,264 shares
    Change vs previous 13F -752 shares

    0.01% of the 13F portfolio, value $40,589,612.

    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 308,016 shares
    Change vs previous 13F +13,497 shares

    0.01% of the 13F portfolio, value $42,920,480.

    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 294,519 shares
    Change vs previous 13F -12,013 shares

    0.01% of the 13F portfolio, value $39,951,526.

    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 306,532 shares
    Change vs previous 13F +3,966 shares

    0.01% of the 13F portfolio, value $38,852,992.

    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 302,566 shares
    Change vs previous 13F -7,512 shares

    0.01% of the 13F portfolio, value $34,755,728.

    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 310,078 shares
    Change vs previous 13F -6,341 shares

    0.02% of the 13F portfolio, value $37,702,339.

    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 316,419 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $38,087,365.

    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).