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LPL Financial LLC: MTUS position timeline

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

LPL Financial LLC held 23,452 MTUS 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 23,452 shares
    Change vs previous 13F +693 shares

    <0.01% of the 13F portfolio, value $438,318.

    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 22,759 shares
    Change vs previous 13F -479 shares

    <0.01% of the 13F portfolio, value $371,882.

    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 23,238 shares
    Change vs previous 13F -596 shares

    <0.01% of the 13F portfolio, value $398,764.

    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 23,834 shares
    Change vs previous 13F -186 shares

    <0.01% of the 13F portfolio, value $393,976.

    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 24,020 shares
    Change vs previous 13F +10,428 shares

    <0.01% of the 13F portfolio, value $370,148.

    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 13,592 shares
    Change vs previous 13F -3,056 shares

    <0.01% of the 13F portfolio, value $181,589.

    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 16,648 shares
    Change vs previous 13F -255 shares

    <0.01% of the 13F portfolio, value $235,236.

    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 16,903 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $250,671.

    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).