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Disclosery

LPL Financial LLC: AUB position timeline

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

LPL Financial LLC held 108,199 AUB 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 108,199 shares
    Change vs previous 13F -37,274 shares

    <0.01% of the 13F portfolio, value $4,577,900.

    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 145,473 shares
    Change vs previous 13F +6,349 shares

    <0.01% of the 13F portfolio, value $5,199,210.

    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 139,124 shares
    Change vs previous 13F +26,079 shares

    <0.01% of the 13F portfolio, value $4,911,061.

    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 113,045 shares
    Change vs previous 13F +3,693 shares

    <0.01% of the 13F portfolio, value $3,989,342.

    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 109,352 shares
    Change vs previous 13F +17,338 shares

    <0.01% of the 13F portfolio, value $3,420,529.

    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 92,014 shares
    Change vs previous 13F +5,155 shares

    <0.01% of the 13F portfolio, value $2,865,317.

    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 86,859 shares
    Change vs previous 13F +9,454 shares

    <0.01% of the 13F portfolio, value $3,290,216.

    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 77,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,915,827.

    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).