Skip to content

LPL Financial LLC: MMU position timeline

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

LPL Financial LLC held 141,886 MMU 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 141,886 shares
    Change vs previous 13F +17,324 shares

    <0.01% of the 13F portfolio, value $1,478,449.

    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 124,562 shares
    Change vs previous 13F +3,181 shares

    <0.01% of the 13F portfolio, value $1,280,493.

    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 121,381 shares
    Change vs previous 13F +1,838 shares

    <0.01% of the 13F portfolio, value $1,267,220.

    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 119,543 shares
    Change vs previous 13F +17,814 shares

    <0.01% of the 13F portfolio, value $1,236,073.

    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 101,729 shares
    Change vs previous 13F +8,106 shares

    <0.01% of the 13F portfolio, value $1,007,121.

    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 93,623 shares
    Change vs previous 13F +19,397 shares

    <0.01% of the 13F portfolio, value $963,384.

    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 74,226 shares
    Change vs previous 13F -2,162 shares

    <0.01% of the 13F portfolio, value $757,105.

    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 76,388 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $828,050.

    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).