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Disclosery

LPL Financial LLC: SVAL position timeline

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

LPL Financial LLC held 47,577 SVAL 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 47,577 shares
    Change vs previous 13F -10,623 shares

    <0.01% of the 13F portfolio, value $1,988,010.

    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 58,200 shares
    Change vs previous 13F +19,443 shares

    <0.01% of the 13F portfolio, value $2,091,545.

    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 38,757 shares
    Change vs previous 13F +4,865 shares

    <0.01% of the 13F portfolio, value $1,330,530.

    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 33,892 shares
    Change vs previous 13F +968 shares

    <0.01% of the 13F portfolio, value $1,135,736.

    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 32,924 shares
    Change vs previous 13F +1,289 shares

    <0.01% of the 13F portfolio, value $1,022,439.

    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 31,635 shares
    Change vs previous 13F -11,100 shares

    <0.01% of the 13F portfolio, value $949,217.

    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 42,735 shares
    Change vs previous 13F +9,266 shares

    <0.01% of the 13F portfolio, value $1,388,017.

    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 33,469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,077,705.

    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).