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Disclosery

LPL Financial LLC: TUA position timeline

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

LPL Financial LLC held 431,936 TUA 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 431,936 shares
    Change vs previous 13F -333,138 shares

    <0.01% of the 13F portfolio, value $8,822,298.

    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 765,074 shares
    Change vs previous 13F -60,744 shares

    <0.01% of the 13F portfolio, value $16,143,066.

    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 825,818 shares
    Change vs previous 13F +452,544 shares

    <0.01% of the 13F portfolio, value $18,087,882.

    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 373,274 shares
    Change vs previous 13F -216,146 shares

    <0.01% of the 13F portfolio, value $8,163,492.

    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 589,420 shares
    Change vs previous 13F +53,017 shares

    <0.01% of the 13F portfolio, value $12,984,922.

    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 536,403 shares
    Change vs previous 13F +288,231 shares

    <0.01% of the 13F portfolio, value $11,784,777.

    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 248,172 shares
    Change vs previous 13F -141,946 shares

    <0.01% of the 13F portfolio, value $5,266,212.

    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 390,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,968,809.

    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).