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LPL Financial LLC: NUAG position timeline

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

LPL Financial LLC held 331,208 NUAG 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 331,208 shares
    Change vs previous 13F +136,334 shares

    <0.01% of the 13F portfolio, value $6,964,237.

    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 194,874 shares
    Change vs previous 13F +38,854 shares

    <0.01% of the 13F portfolio, value $4,098,091.

    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 156,020 shares
    Change vs previous 13F -53,193 shares

    <0.01% of the 13F portfolio, value $3,305,275.

    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 209,213 shares
    Change vs previous 13F +72,151 shares

    <0.01% of the 13F portfolio, value $4,457,865.

    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 137,062 shares
    Change vs previous 13F -15,786 shares

    <0.01% of the 13F portfolio, value $2,881,728.

    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 152,848 shares
    Change vs previous 13F -42,887 shares

    <0.01% of the 13F portfolio, value $3,205,230.

    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 195,735 shares
    Change vs previous 13F -105,491 shares

    <0.01% of the 13F portfolio, value $4,038,595.

    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 301,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,500,447.

    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).