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LPL Financial LLC: OUSM position timeline

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

LPL Financial LLC held 537,450 OUSM 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 537,450 shares
    Change vs previous 13F -33,691 shares

    0.01% of the 13F portfolio, value $25,539,639.

    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 571,141 shares
    Change vs previous 13F -39,829 shares

    0.01% of the 13F portfolio, value $24,981,722.

    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 610,970 shares
    Change vs previous 13F +15,298 shares

    0.01% of the 13F portfolio, value $26,723,833.

    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 595,672 shares
    Change vs previous 13F -811 shares

    0.01% of the 13F portfolio, value $26,686,114.

    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 596,483 shares
    Change vs previous 13F +27,790 shares

    0.01% of the 13F portfolio, value $25,774,013.

    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 568,693 shares
    Change vs previous 13F -34,524 shares

    0.01% of the 13F portfolio, value $23,896,464.

    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 603,217 shares
    Change vs previous 13F +69,808 shares

    0.01% of the 13F portfolio, value $26,372,629.

    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 533,409 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,040,735.

    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).