Question 1

Does LPL Financial own SMIZ stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 213,976 shares of SMIZ, worth $9.5M.

Question 2

How many shares of SMIZ does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 213,976 shares of SMIZ.

Question 3

What is LPL Financial's SMIZ position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's SMIZ position is worth $9.5M.

Question 4

Is LPL Financial buying or selling SMIZ?

Accepted Answer

In Q2 2026, LPL Financial increased its SMIZ position by 106,127 shares (+98.4%).

Question 5

When did LPL Financial first buy SMIZ?

Accepted Answer

LPL Financial first reported SMIZ in its Q4 2024 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	213,976	+98.4%	$9.5M	0.0%	$44.62	44
2026-Q1	Increased	107,849	+4.8%	$4M	0.0%	$37.07	28
2025-Q4	Increased	102,927	+83.9%	$3.8M	0.0%	$36.99	41
2025-Q3	Increased	55,959	+65.9%	$2.1M	0.0%	$37.13	38
2025-Q2	Decreased	33,724	-48.0%	$1.1M	0.0%	$33.69	0
2025-Q1	Increased	64,814	+99.7%	$2M	0.0%	$30.07	42
2024-Q4	New	32,460	-	$1.1M	0.0%	$32.98	35

SMIZ7 quarters

SMIZ
7 quarters