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Disclosery

LPL Financial LLC: SWAN position timeline

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

LPL Financial LLC held 33,616 SWAN 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 33,616 shares
    Change vs previous 13F -9,409 shares

    <0.01% of the 13F portfolio, value $1,121,478.

    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 43,025 shares
    Change vs previous 13F +1,738 shares

    <0.01% of the 13F portfolio, value $1,336,408.

    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 41,287 shares
    Change vs previous 13F +2,082 shares

    <0.01% of the 13F portfolio, value $1,340,589.

    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 39,205 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $1,261,793.

    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 39,225 shares
    Change vs previous 13F +16,181 shares

    <0.01% of the 13F portfolio, value $1,202,254.

    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 23,044 shares
    Change vs previous 13F +4,661 shares

    <0.01% of the 13F portfolio, value $661,601.

    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 18,383 shares
    Change vs previous 13F -13,993 shares

    <0.01% of the 13F portfolio, value $539,828.

    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 32,376 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $984,542.

    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).