Skip to content
Disclosery

LPL Financial LLC: UDR position timeline

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

LPL Financial LLC held 143,184 UDR 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 143,184 shares
    Change vs previous 13F +565 shares

    <0.01% of the 13F portfolio, value $5,715,919.

    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 142,619 shares
    Change vs previous 13F -282 shares

    <0.01% of the 13F portfolio, value $4,817,662.

    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 142,901 shares
    Change vs previous 13F +11,134 shares

    <0.01% of the 13F portfolio, value $5,241,592.

    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 131,767 shares
    Change vs previous 13F +8,931 shares

    <0.01% of the 13F portfolio, value $4,909,624.

    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 122,836 shares
    Change vs previous 13F +8,690 shares

    <0.01% of the 13F portfolio, value $5,015,387.

    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 114,146 shares
    Change vs previous 13F +3,525 shares

    <0.01% of the 13F portfolio, value $5,155,967.

    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 110,621 shares
    Change vs previous 13F +8,931 shares

    <0.01% of the 13F portfolio, value $4,802,047.

    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 101,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,610,629.

    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).