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LPL Financial LLC: UCON position timeline

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

LPL Financial LLC held 13,680,994 UCON 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 13,680,994 shares
    Change vs previous 13F +1,205,947 shares

    0.08% of the 13F portfolio, value $340,383,098.

    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 12,475,047 shares
    Change vs previous 13F +315,002 shares

    0.08% of the 13F portfolio, value $309,006,894.

    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 12,160,045 shares
    Change vs previous 13F +1,509,510 shares

    0.08% of the 13F portfolio, value $306,068,307.

    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 10,650,535 shares
    Change vs previous 13F -466,054 shares

    0.08% of the 13F portfolio, value $268,269,865.

    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 11,116,589 shares
    Change vs previous 13F -1,299,723 shares

    0.09% of the 13F portfolio, value $276,691,875.

    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 12,416,312 shares
    Change vs previous 13F +452,716 shares

    0.12% of the 13F portfolio, value $307,303,691.

    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 11,963,596 shares
    Change vs previous 13F +1,644,378 shares

    0.12% of the 13F portfolio, value $294,902,607.

    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 10,319,218 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $259,321,916.

    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).