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Disclosery

LPL Financial LLC: NUW position timeline

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

LPL Financial LLC held 233,388 NUW 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 233,388 shares
    Change vs previous 13F +17,024 shares

    <0.01% of the 13F portfolio, value $3,356,121.

    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 216,364 shares
    Change vs previous 13F +5,119 shares

    <0.01% of the 13F portfolio, value $3,100,490.

    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 211,245 shares
    Change vs previous 13F +23,859 shares

    <0.01% of the 13F portfolio, value $3,022,921.

    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 187,386 shares
    Change vs previous 13F +23,085 shares

    <0.01% of the 13F portfolio, value $2,657,140.

    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 164,301 shares
    Change vs previous 13F -11,264 shares

    <0.01% of the 13F portfolio, value $2,247,641.

    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 175,565 shares
    Change vs previous 13F +19,469 shares

    <0.01% of the 13F portfolio, value $2,412,268.

    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 156,096 shares
    Change vs previous 13F +59,385 shares

    <0.01% of the 13F portfolio, value $2,119,780.

    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 96,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,375,232.

    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).