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LPL Financial LLC: SUSB position timeline

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

LPL Financial LLC held 2,799,686 SUSB 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 2,799,686 shares
    Change vs previous 13F +1,171,947 shares

    0.02% of the 13F portfolio, value $69,964,163.

    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 1,627,739 shares
    Change vs previous 13F +79,280 shares

    0.01% of the 13F portfolio, value $40,799,281.

    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 1,548,459 shares
    Change vs previous 13F +339,765 shares

    0.01% of the 13F portfolio, value $39,083,093.

    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 1,208,694 shares
    Change vs previous 13F +91,090 shares

    0.01% of the 13F portfolio, value $30,592,042.

    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 1,117,604 shares
    Change vs previous 13F +32,821 shares

    0.01% of the 13F portfolio, value $28,130,086.

    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 1,084,783 shares
    Change vs previous 13F +210,351 shares

    0.01% of the 13F portfolio, value $27,108,735.

    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 874,432 shares
    Change vs previous 13F +206,052 shares

    0.01% of the 13F portfolio, value $21,598,462.

    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 668,380 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,816,449.

    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).