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Disclosery

LPL Financial LLC: SYLD position timeline

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

LPL Financial LLC held 425,132 SYLD 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 425,132 shares
    Change vs previous 13F +14,474 shares

    0.01% of the 13F portfolio, value $33,622,339.

    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 410,658 shares
    Change vs previous 13F +7,323 shares

    0.01% of the 13F portfolio, value $30,967,689.

    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 403,335 shares
    Change vs previous 13F -86,590 shares

    0.01% of the 13F portfolio, value $28,039,866.

    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 489,925 shares
    Change vs previous 13F -56,531 shares

    0.01% of the 13F portfolio, value $33,638,218.

    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 546,456 shares
    Change vs previous 13F -236,692 shares

    0.01% of the 13F portfolio, value $35,536,048.

    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 783,148 shares
    Change vs previous 13F -63,311 shares

    0.02% of the 13F portfolio, value $49,964,843.

    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 846,459 shares
    Change vs previous 13F +102,245 shares

    0.02% of the 13F portfolio, value $57,957,070.

    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 744,214 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $53,858,730.

    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).