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Disclosery

LPL Financial LLC: CUZ position timeline

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

LPL Financial LLC held 31,384 CUZ 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 31,384 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $940,883.

    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 31,472 shares
    Change vs previous 13F +7,932 shares

    <0.01% of the 13F portfolio, value $710,318.

    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 23,540 shares
    Change vs previous 13F -2,114 shares

    <0.01% of the 13F portfolio, value $606,869.

    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 25,654 shares
    Change vs previous 13F -940 shares

    <0.01% of the 13F portfolio, value $742,432.

    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 26,594 shares
    Change vs previous 13F +2,045 shares

    <0.01% of the 13F portfolio, value $798,629.

    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 24,549 shares
    Change vs previous 13F +1,400 shares

    <0.01% of the 13F portfolio, value $724,185.

    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 23,149 shares
    Change vs previous 13F +8,035 shares

    <0.01% of the 13F portfolio, value $709,298.

    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 15,114 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $445,572.

    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).