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Disclosery

LPL Financial LLC: U position timeline

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

LPL Financial LLC held 136,469 U 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 136,469 shares
    Change vs previous 13F +58,397 shares

    <0.01% of the 13F portfolio, value $3,900,284.

    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 78,072 shares
    Change vs previous 13F -49,103 shares

    <0.01% of the 13F portfolio, value $1,712,900.

    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 127,175 shares
    Change vs previous 13F +58,454 shares

    <0.01% of the 13F portfolio, value $5,617,320.

    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 68,721 shares
    Change vs previous 13F +6,432 shares

    <0.01% of the 13F portfolio, value $2,751,605.

    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 62,289 shares
    Change vs previous 13F -2,401 shares

    <0.01% of the 13F portfolio, value $1,507,404.

    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 64,690 shares
    Change vs previous 13F -6,195 shares

    <0.01% of the 13F portfolio, value $1,267,277.

    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 70,885 shares
    Change vs previous 13F -22,226 shares

    <0.01% of the 13F portfolio, value $1,592,786.

    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 93,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,106,171.

    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).