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Disclosery

LPL Financial LLC: NUGO position timeline

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

LPL Financial LLC held 51,766 NUGO 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 51,766 shares
    Change vs previous 13F +892 shares

    <0.01% of the 13F portfolio, value $2,239,397.

    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 50,874 shares
    Change vs previous 13F -5,244 shares

    <0.01% of the 13F portfolio, value $1,829,938.

    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 56,118 shares
    Change vs previous 13F +476 shares

    <0.01% of the 13F portfolio, value $2,231,252.

    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 55,642 shares
    Change vs previous 13F +2,559 shares

    <0.01% of the 13F portfolio, value $2,187,287.

    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 53,083 shares
    Change vs previous 13F -43,527 shares

    <0.01% of the 13F portfolio, value $1,911,519.

    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 96,610 shares
    Change vs previous 13F +17,497 shares

    <0.01% of the 13F portfolio, value $2,950,469.

    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 79,113 shares
    Change vs previous 13F +38,546 shares

    <0.01% of the 13F portfolio, value $2,737,310.

    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 40,567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,315,588.

    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).