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Disclosery

LPL Financial LLC: UBSI position timeline

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

LPL Financial LLC held 71,787 UBSI 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 71,787 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $3,289,977.

    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 70,933 shares
    Change vs previous 13F -6,761 shares

    <0.01% of the 13F portfolio, value $2,938,029.

    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 77,694 shares
    Change vs previous 13F +1,446 shares

    <0.01% of the 13F portfolio, value $2,983,446.

    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 76,248 shares
    Change vs previous 13F +6,714 shares

    <0.01% of the 13F portfolio, value $2,837,197.

    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 69,534 shares
    Change vs previous 13F +1,102 shares

    <0.01% of the 13F portfolio, value $2,533,140.

    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 68,432 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $2,372,520.

    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 68,757 shares
    Change vs previous 13F -36,132 shares

    <0.01% of the 13F portfolio, value $2,581,843.

    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 104,889 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,891,399.

    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).