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LPL Financial LLC: BUFB position timeline

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

LPL Financial LLC held 457,665 BUFB 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 457,665 shares
    Change vs previous 13F +74,069 shares

    <0.01% of the 13F portfolio, value $17,990,797.

    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 383,596 shares
    Change vs previous 13F +60,368 shares

    <0.01% of the 13F portfolio, value $13,774,919.

    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 323,228 shares
    Change vs previous 13F +26,936 shares

    <0.01% of the 13F portfolio, value $11,841,443.

    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 296,292 shares
    Change vs previous 13F +11,611 shares

    <0.01% of the 13F portfolio, value $10,589,463.

    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 284,681 shares
    Change vs previous 13F -16,264 shares

    <0.01% of the 13F portfolio, value $9,644,980.

    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 300,945 shares
    Change vs previous 13F +63,905 shares

    <0.01% of the 13F portfolio, value $9,455,679.

    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 237,040 shares
    Change vs previous 13F +117,162 shares

    <0.01% of the 13F portfolio, value $7,656,556.

    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 119,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,785,819.

    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).