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Disclosery

LPL Financial LLC: FUMB position timeline

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

LPL Financial LLC held 652,475 FUMB 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 652,475 shares
    Change vs previous 13F -227,067 shares

    <0.01% of the 13F portfolio, value $13,085,382.

    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 879,542 shares
    Change vs previous 13F +123,908 shares

    <0.01% of the 13F portfolio, value $17,634,811.

    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 755,634 shares
    Change vs previous 13F -17,639 shares

    <0.01% of the 13F portfolio, value $15,158,009.

    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 773,273 shares
    Change vs previous 13F +38,818 shares

    <0.01% of the 13F portfolio, value $15,542,790.

    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 734,455 shares
    Change vs previous 13F -18,108 shares

    <0.01% of the 13F portfolio, value $14,762,542.

    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 752,563 shares
    Change vs previous 13F -130,991 shares

    0.01% of the 13F portfolio, value $15,122,748.

    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 883,554 shares
    Change vs previous 13F -83,157 shares

    0.01% of the 13F portfolio, value $17,750,594.

    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 966,711 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,445,382.

    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).