How many shares of SURE does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 8,648 shares of SURE (ADVISORSHARES TR).

What is LPL Financial LLC's SURE position worth?

As of 2026-Q2, LPL Financial LLC's SURE position is worth $1.3M.

In 2026-Q2, LPL Financial LLC increased their SURE position (+3.9% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in SURE in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in ADVISORSHARES TR

Current Value

$1.3M

Current Shares

8,648

Total Value Change

+$160,266

Total Shares Change

-10,625

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	8,648	+3.9%	$1.3M	0.0%	$148.97	26
2026-Q1	Decreased	8,322	-1.8%	$1.1M	0.0%	$127.16	0
2025-Q4	Increased	8,470	+0.5%	$1.1M	0.0%	$127.42	25
2025-Q3	Decreased	8,430	-5.4%	$1M	0.0%	$122.50	0
2025-Q2	Decreased	8,912	-3.2%	$1M	0.0%	$116.31	0
2025-Q1	Increased	9,203	+5.8%	$1M	0.0%	$110.41	27
2024-Q4	Increased	8,696	+0.4%	$1M	0.0%	$115.24	25
2024-Q3	Increased	8,663	+0.3%	$1M	0.0%	$117.06	25
2024-Q2	Decreased	8,633	-6.6%	$966,979	0.0%	$110.15	0
2024-Q1	Decreased	9,246	-1.7%	$1.1M	0.0%	$114.98	0
2023-Q4	Decreased	9,403	-4.8%	$982,314	0.0%	$102.74	0
2023-Q3	Decreased	9,874	-1.1%	$935,645	0.0%	$92.17	0
2023-Q2	Decreased	9,981	-17.3%	$951,466	0.0%	$92.72	0
2023-Q1	Decreased	12,064	-16.3%	$1.1M	0.0%	$87.34	0
2022-Q4	Decreased	14,408	-2.3%	$1.2M	0.0%	$83.31	0
2022-Q3	Decreased	14,751	-2.0%	$1.2M	0.0%	$74.61	0
2022-Q2	Decreased	15,048	-0.9%	$1.3M	0.0%	$81.76	0
2022-Q1	Increased	15,186	+2.0%	$1.5M	0.0%	$93.39	26
2021-Q4	Decreased	14,884	-1.9%	$1.5M	0.0%	$93.87	0
2021-Q3	Increased	15,180	+15.7%	$1.4M	0.0%	$88.39	29
2021-Q2	Increased	13,124	+33.1%	$1.3M	0.0%	$90.22	32
2021-Q1	Increased	9,858	+3.3%	$885,000	0.0%	$84.93	26
2020-Q4	Increased	9,545	+1.9%	$765,000	0.0%	$75.78	25
2020-Q3	Increased	9,368	+10.5%	$651,000	0.0%	$64.89	27
2020-Q2	Decreased	8,478	-18.3%	$562,000	0.0%	$61.90	0
2020-Q1	Decreased	10,381	-6.3%	$588,000	0.0%	$52.85	0
2019-Q4	Decreased	11,078	-1.4%	$827,000	0.0%	$69.68	0
2019-Q3	Decreased	11,237	-35.7%	$780,000	0.0%	$64.13	0
2019-Q2	Decreased	17,483	-3.6%	$1.2M	0.0%	$62.87	0
2019-Q1	Decreased	18,133	-5.9%	$1.2M	0.0%	$60.53	0
2018-Q4	First report	19,273	-	$1.1M	0.0%	$54.06	0