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Disclosery

LPL Financial LLC: AVUV position timeline

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

LPL Financial LLC held 7,864,486 AVUV 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 7,864,486 shares
    Change vs previous 13F +1,336,636 shares

    0.22% of the 13F portfolio, value $981,173,211.

    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 6,527,850 shares
    Change vs previous 13F +1,052,611 shares

    0.19% of the 13F portfolio, value $721,131,519.

    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 5,475,239 shares
    Change vs previous 13F +365,308 shares

    0.15% of the 13F portfolio, value $558,364,794.

    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 5,109,931 shares
    Change vs previous 13F +226,811 shares

    0.15% of the 13F portfolio, value $508,591,381.

    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 4,883,120 shares
    Change vs previous 13F +496,661 shares

    0.15% of the 13F portfolio, value $444,852,199.

    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 4,386,459 shares
    Change vs previous 13F +242,483 shares

    0.15% of the 13F portfolio, value $382,367,602.

    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 4,143,976 shares
    Change vs previous 13F +280,964 shares

    0.16% of the 13F portfolio, value $400,017,967.

    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 3,863,012 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $370,655,967.

    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).