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Disclosery

LPL Financial LLC: SVM position timeline

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

LPL Financial LLC held 72,346 SVM 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 72,346 shares
    Change vs previous 13F -24,254 shares

    <0.01% of the 13F portfolio, value $730,697.

    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 96,600 shares
    Change vs previous 13F +2,050 shares

    <0.01% of the 13F portfolio, value $1,037,480.

    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 94,550 shares
    Change vs previous 13F +21,019 shares

    <0.01% of the 13F portfolio, value $788,544.

    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 73,531 shares
    Change vs previous 13F -4,340 shares

    <0.01% of the 13F portfolio, value $464,716.

    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 77,871 shares
    Change vs previous 13F -24,060 shares

    <0.01% of the 13F portfolio, value $328,616.

    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 101,931 shares
    Change vs previous 13F -13,320 shares

    <0.01% of the 13F portfolio, value $394,473.

    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 115,251 shares
    Change vs previous 13F +22,079 shares

    <0.01% of the 13F portfolio, value $345,753.

    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 93,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $407,162.

    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).