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LPL Financial LLC: MDU position timeline

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

LPL Financial LLC held 217,032 MDU 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 217,032 shares
    Change vs previous 13F +47,011 shares

    <0.01% of the 13F portfolio, value $4,603,252.

    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 170,021 shares
    Change vs previous 13F +13,492 shares

    <0.01% of the 13F portfolio, value $3,522,831.

    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 156,529 shares
    Change vs previous 13F +24,969 shares

    <0.01% of the 13F portfolio, value $3,055,455.

    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 131,560 shares
    Change vs previous 13F -29,116 shares

    <0.01% of the 13F portfolio, value $2,343,083.

    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 160,676 shares
    Change vs previous 13F +8,807 shares

    <0.01% of the 13F portfolio, value $2,678,465.

    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 151,869 shares
    Change vs previous 13F -2,801 shares

    <0.01% of the 13F portfolio, value $2,568,108.

    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 154,670 shares
    Change vs previous 13F +16,547 shares

    <0.01% of the 13F portfolio, value $2,787,160.

    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 138,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,785,939.

    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).