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Disclosery

LPL Financial LLC: OUNZ position timeline

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

LPL Financial LLC held 3,170,456 OUNZ 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 3,170,456 shares
    Change vs previous 13F -71,355 shares

    0.03% of the 13F portfolio, value $122,347,899.

    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 3,241,811 shares
    Change vs previous 13F +51,122 shares

    0.04% of the 13F portfolio, value $146,043,597.

    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 3,190,689 shares
    Change vs previous 13F +290,206 shares

    0.04% of the 13F portfolio, value $132,349,764.

    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 2,900,483 shares
    Change vs previous 13F -188,082 shares

    0.03% of the 13F portfolio, value $107,868,972.

    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 3,088,565 shares
    Change vs previous 13F +432,818 shares

    0.03% of the 13F portfolio, value $98,494,346.

    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 2,655,747 shares
    Change vs previous 13F +886,741 shares

    0.03% of the 13F portfolio, value $80,044,222.

    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 1,769,006 shares
    Change vs previous 13F -194,509 shares

    0.02% of the 13F portfolio, value $44,755,861.

    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 1,963,515 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,853,633.

    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).