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Disclosery

LPL Financial LLC: UA position timeline

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

LPL Financial LLC held 81,105 UA 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 81,105 shares
    Change vs previous 13F -12,086 shares

    <0.01% of the 13F portfolio, value $504,473.

    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 93,191 shares
    Change vs previous 13F +45,544 shares

    <0.01% of the 13F portfolio, value $539,576.

    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 47,647 shares
    Change vs previous 13F -22,053 shares

    <0.01% of the 13F portfolio, value $228,706.

    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 69,700 shares
    Change vs previous 13F +19,291 shares

    <0.01% of the 13F portfolio, value $336,651.

    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 50,409 shares
    Change vs previous 13F -4,536 shares

    <0.01% of the 13F portfolio, value $327,159.

    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 54,945 shares
    Change vs previous 13F -4,594 shares

    <0.01% of the 13F portfolio, value $326,923.

    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 59,539 shares
    Change vs previous 13F -21,110 shares

    <0.01% of the 13F portfolio, value $444,161.

    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 80,649 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $674,226.

    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).