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Disclosery

LPL Financial LLC: BUFG position timeline

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

LPL Financial LLC held 675,892 BUFG 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 675,892 shares
    Change vs previous 13F -49,880 shares

    <0.01% of the 13F portfolio, value $19,814,174.

    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 725,772 shares
    Change vs previous 13F +27,815 shares

    0.01% of the 13F portfolio, value $19,494,247.

    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 697,957 shares
    Change vs previous 13F -89,214 shares

    0.01% of the 13F portfolio, value $19,207,770.

    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 787,171 shares
    Change vs previous 13F +70,002 shares

    0.01% of the 13F portfolio, value $21,206,388.

    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 717,169 shares
    Change vs previous 13F -107,192 shares

    0.01% of the 13F portfolio, value $18,316,498.

    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 824,361 shares
    Change vs previous 13F +72,875 shares

    0.01% of the 13F portfolio, value $19,609,898.

    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 751,486 shares
    Change vs previous 13F +76,869 shares

    0.01% of the 13F portfolio, value $18,411,408.

    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 674,617 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,265,017.

    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).