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LPL Financial LLC: AUSF position timeline

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

LPL Financial LLC held 1,647,774 AUSF 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 1,647,774 shares
    Change vs previous 13F +238,877 shares

    0.02% of the 13F portfolio, value $80,510,234.

    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 1,408,897 shares
    Change vs previous 13F +156,132 shares

    0.02% of the 13F portfolio, value $68,120,137.

    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 1,252,765 shares
    Change vs previous 13F +302,286 shares

    0.02% of the 13F portfolio, value $58,090,692.

    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 950,479 shares
    Change vs previous 13F +221,869 shares

    0.01% of the 13F portfolio, value $44,206,785.

    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 728,610 shares
    Change vs previous 13F +306,853 shares

    0.01% of the 13F portfolio, value $32,568,873.

    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 421,757 shares
    Change vs previous 13F +102,354 shares

    0.01% of the 13F portfolio, value $18,409,681.

    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 319,403 shares
    Change vs previous 13F +113,609 shares

    0.01% of the 13F portfolio, value $13,414,087.

    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 205,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,787,416.

    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).