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Disclosery

LPL Financial LLC: UBS position timeline

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

LPL Financial LLC held 325,540 UBS 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 325,540 shares
    Change vs previous 13F +25,703 shares

    <0.01% of the 13F portfolio, value $16,133,776.

    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 299,837 shares
    Change vs previous 13F +16,824 shares

    <0.01% of the 13F portfolio, value $11,714,647.

    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 283,013 shares
    Change vs previous 13F +29,773 shares

    <0.01% of the 13F portfolio, value $13,106,344.

    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 253,240 shares
    Change vs previous 13F +38,090 shares

    <0.01% of the 13F portfolio, value $10,382,825.

    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 215,150 shares
    Change vs previous 13F -11,096 shares

    <0.01% of the 13F portfolio, value $7,276,371.

    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 226,246 shares
    Change vs previous 13F +30,617 shares

    <0.01% of the 13F portfolio, value $6,929,903.

    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 195,629 shares
    Change vs previous 13F +33,126 shares

    <0.01% of the 13F portfolio, value $5,931,462.

    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 162,503 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,022,958.

    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).