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Disclosery

LPL Financial LLC: SYM position timeline

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

LPL Financial LLC held 307,117 SYM 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 307,117 shares
    Change vs previous 13F +4,837 shares

    <0.01% of the 13F portfolio, value $13,804,909.

    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 302,280 shares
    Change vs previous 13F +84,251 shares

    <0.01% of the 13F portfolio, value $16,081,296.

    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 218,029 shares
    Change vs previous 13F +35,557 shares

    <0.01% of the 13F portfolio, value $12,972,726.

    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 182,472 shares
    Change vs previous 13F +90,725 shares

    <0.01% of the 13F portfolio, value $9,835,241.

    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 91,747 shares
    Change vs previous 13F +23,216 shares

    <0.01% of the 13F portfolio, value $3,564,371.

    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 68,531 shares
    Change vs previous 13F +25,364 shares

    <0.01% of the 13F portfolio, value $1,385,012.

    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 43,167 shares
    Change vs previous 13F +10,341 shares

    <0.01% of the 13F portfolio, value $1,023,490.

    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 32,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $800,626.

    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).