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Disclosery

LPL Financial LLC: SWBI position timeline

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

LPL Financial LLC held 38,890 SWBI 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 38,890 shares
    Change vs previous 13F -3,640 shares

    <0.01% of the 13F portfolio, value $584,910.

    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 42,530 shares
    Change vs previous 13F -1,697 shares

    <0.01% of the 13F portfolio, value $609,451.

    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 44,227 shares
    Change vs previous 13F -6,813 shares

    <0.01% of the 13F portfolio, value $436,522.

    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 51,040 shares
    Change vs previous 13F -7,997 shares

    <0.01% of the 13F portfolio, value $501,722.

    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 59,037 shares
    Change vs previous 13F +9,733 shares

    <0.01% of the 13F portfolio, value $512,443.

    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 49,304 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $459,516.

    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 49,661 shares
    Change vs previous 13F +1,482 shares

    <0.01% of the 13F portfolio, value $501,824.

    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 48,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,361.

    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).