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SEPISEPI
2 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SCM TRUST

Yes. LPL Financial holds 474,947 shares of SEPI, worth $13.2M, as of its Q2 2026 13F filing. It increased the position by 198,725 shares (+71.9%) from Q1 2026. LPL Financial has held SEPI since Q1 2026, across 2 quarterly 13F filings.

Current Value

$13.2M

Current Shares

474,947

Total Value Change

+$6.3M

Total Shares Change

+198,725

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
474,947
+71.9%
$13.2M0.0%$27.46
42
2026-Q1
New
276,222
-
$6.9M0.0%$24.18
38

Other major holders of SEPI: SHELTON CAPITAL MANAGEMENT, RAYMOND JAMES FINANCIAL INC

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