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Disclosery

LPL Financial LLC: VSMV position timeline

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

LPL Financial LLC held 66,306 VSMV 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 66,306 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $3,965,016.

    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 66,461 shares
    Change vs previous 13F -2,939 shares

    <0.01% of the 13F portfolio, value $3,759,516.

    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 69,400 shares
    Change vs previous 13F -11,462 shares

    <0.01% of the 13F portfolio, value $3,835,549.

    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 80,862 shares
    Change vs previous 13F +106 shares

    <0.01% of the 13F portfolio, value $4,339,009.

    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 80,756 shares
    Change vs previous 13F -8,947 shares

    <0.01% of the 13F portfolio, value $3,979,964.

    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 89,703 shares
    Change vs previous 13F +1,053 shares

    <0.01% of the 13F portfolio, value $4,344,311.

    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 88,650 shares
    Change vs previous 13F -1,086 shares

    <0.01% of the 13F portfolio, value $4,257,875.

    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 89,736 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,359,360.

    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).