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Disclosery

LPL Financial LLC: NU position timeline

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

LPL Financial LLC held 1,291,450 NU 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 1,291,450 shares
    Change vs previous 13F +353,462 shares

    <0.01% of the 13F portfolio, value $17,253,773.

    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 937,988 shares
    Change vs previous 13F -136,203 shares

    <0.01% of the 13F portfolio, value $13,478,888.

    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 1,074,191 shares
    Change vs previous 13F +121,590 shares

    <0.01% of the 13F portfolio, value $17,981,963.

    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 952,601 shares
    Change vs previous 13F +163,363 shares

    <0.01% of the 13F portfolio, value $15,251,148.

    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 789,238 shares
    Change vs previous 13F -27,455 shares

    <0.01% of the 13F portfolio, value $10,828,350.

    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 816,693 shares
    Change vs previous 13F +107,406 shares

    <0.01% of the 13F portfolio, value $8,362,934.

    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 709,287 shares
    Change vs previous 13F +244,879 shares

    <0.01% of the 13F portfolio, value $7,348,213.

    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 464,408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,339,169.

    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).