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Disclosery

LPL Financial LLC: BUFD position timeline

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

LPL Financial LLC held 11,280,816 BUFD 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 11,280,816 shares
    Change vs previous 13F +512,318 shares

    0.08% of the 13F portfolio, value $335,265,849.

    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 10,768,498 shares
    Change vs previous 13F +571,099 shares

    0.08% of the 13F portfolio, value $301,517,950.

    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 10,197,399 shares
    Change vs previous 13F +869,362 shares

    0.08% of the 13F portfolio, value $287,974,548.

    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 9,328,037 shares
    Change vs previous 13F +1,261,672 shares

    0.08% of the 13F portfolio, value $257,826,934.

    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 8,066,365 shares
    Change vs previous 13F +219,498 shares

    0.07% of the 13F portfolio, value $214,242,649.

    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 7,846,867 shares
    Change vs previous 13F +1,598,775 shares

    0.08% of the 13F portfolio, value $195,779,342.

    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 6,248,092 shares
    Change vs previous 13F +721,377 shares

    0.06% of the 13F portfolio, value $159,451,315.

    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 5,526,715 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $138,388,939.

    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).