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Disclosery

LPL Financial LLC: TUG position timeline

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

LPL Financial LLC held 74,491 TUG 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 74,491 shares
    Change vs previous 13F -7,883 shares

    <0.01% of the 13F portfolio, value $3,523,886.

    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 82,374 shares
    Change vs previous 13F -2,546 shares

    <0.01% of the 13F portfolio, value $3,062,212.

    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 84,920 shares
    Change vs previous 13F -4,632 shares

    <0.01% of the 13F portfolio, value $3,369,591.

    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 89,552 shares
    Change vs previous 13F +777 shares

    <0.01% of the 13F portfolio, value $3,512,229.

    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 88,775 shares
    Change vs previous 13F -6,173 shares

    <0.01% of the 13F portfolio, value $3,215,431.

    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 94,948 shares
    Change vs previous 13F -12,190 shares

    <0.01% of the 13F portfolio, value $2,939,590.

    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 107,138 shares
    Change vs previous 13F -35,937 shares

    <0.01% of the 13F portfolio, value $3,591,266.

    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 143,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,784,428.

    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).