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Disclosery

LPL Financial LLC: FUTY position timeline

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

LPL Financial LLC held 867,808 FUTY 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 867,808 shares
    Change vs previous 13F +22,692 shares

    0.01% of the 13F portfolio, value $50,697,326.

    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 845,116 shares
    Change vs previous 13F +92,278 shares

    0.01% of the 13F portfolio, value $49,921,005.

    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 752,838 shares
    Change vs previous 13F +76,597 shares

    0.01% of the 13F portfolio, value $41,571,724.

    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 676,241 shares
    Change vs previous 13F +69,280 shares

    0.01% of the 13F portfolio, value $38,187,339.

    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 606,961 shares
    Change vs previous 13F +66,650 shares

    0.01% of the 13F portfolio, value $31,926,127.

    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 540,311 shares
    Change vs previous 13F +70,212 shares

    0.01% of the 13F portfolio, value $27,528,868.

    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 470,099 shares
    Change vs previous 13F +170,067 shares

    0.01% of the 13F portfolio, value $22,926,720.

    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 300,032 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,547,648.

    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).