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LPL Financial LLC: HUSV position timeline

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

LPL Financial LLC held 108,800 HUSV 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 108,800 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $4,273,355.

    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 108,881 shares
    Change vs previous 13F -185,753 shares

    <0.01% of the 13F portfolio, value $4,175,083.

    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 294,634 shares
    Change vs previous 13F +45,100 shares

    <0.01% of the 13F portfolio, value $11,400,098.

    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 249,534 shares
    Change vs previous 13F -91,269 shares

    <0.01% of the 13F portfolio, value $9,940,378.

    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 340,803 shares
    Change vs previous 13F -18,498 shares

    <0.01% of the 13F portfolio, value $13,608,248.

    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 359,301 shares
    Change vs previous 13F +58,101 shares

    0.01% of the 13F portfolio, value $14,440,308.

    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 301,200 shares
    Change vs previous 13F -6,527 shares

    <0.01% of the 13F portfolio, value $11,255,770.

    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 307,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,767,478.

    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).