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Disclosery

LPL Financial LLC: VSGX position timeline

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

LPL Financial LLC held 164,872 VSGX 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 164,872 shares
    Change vs previous 13F +14,866 shares

    <0.01% of the 13F portfolio, value $13,575,594.

    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 150,006 shares
    Change vs previous 13F +14,899 shares

    <0.01% of the 13F portfolio, value $10,759,954.

    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 135,107 shares
    Change vs previous 13F +3,646 shares

    <0.01% of the 13F portfolio, value $9,676,355.

    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 131,461 shares
    Change vs previous 13F +13,204 shares

    <0.01% of the 13F portfolio, value $9,119,427.

    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 118,257 shares
    Change vs previous 13F +1,544 shares

    <0.01% of the 13F portfolio, value $7,745,813.

    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 116,713 shares
    Change vs previous 13F -3,432 shares

    <0.01% of the 13F portfolio, value $6,883,758.

    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 120,145 shares
    Change vs previous 13F +11,871 shares

    <0.01% of the 13F portfolio, value $6,812,221.

    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 108,274 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,659,950.

    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).