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Disclosery

2UniFi Bank: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 2UniFi Bank on LPLA, newest first. How the timeline and the estimate are built.

2UniFi Bank held 0 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -123 shares

    13F-HR 0001104659-26-097132 filed by 2UniFi Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 123 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $37,002.

    13F-HR 0001104659-26-059391 filed by 2UniFi Bank
    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 93 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $33,217.

    13F-HR 0001104659-26-014259 filed by 2UniFi Bank
    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 81 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $26,948.

    13F-HR 0001104659-25-104935 filed by 2UniFi Bank
    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 59 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $22,123.

    13F-HR 0001104659-25-073116 filed by 2UniFi Bank
    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 64 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,791.

    13F-HR 0001104659-25-046117 filed by 2UniFi Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).