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Disclosery

LPL Financial LLC: SWKS position timeline

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

LPL Financial LLC held 402,272 SWKS 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 402,272 shares
    Change vs previous 13F -3,958 shares

    0.01% of the 13F portfolio, value $27,274,056.

    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 406,230 shares
    Change vs previous 13F +82,696 shares

    0.01% of the 13F portfolio, value $21,753,591.

    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 323,534 shares
    Change vs previous 13F -11,351 shares

    0.01% of the 13F portfolio, value $20,515,315.

    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 334,885 shares
    Change vs previous 13F +255,542 shares

    0.01% of the 13F portfolio, value $25,779,438.

    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 79,343 shares
    Change vs previous 13F -20,552 shares

    <0.01% of the 13F portfolio, value $5,912,611.

    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 99,895 shares
    Change vs previous 13F -21,588 shares

    <0.01% of the 13F portfolio, value $6,456,182.

    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 121,483 shares
    Change vs previous 13F +1,853 shares

    <0.01% of the 13F portfolio, value $10,773,120.

    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 119,630 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,815,816.

    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).