Skip to content
Disclosery

LPL Financial LLC: UFOX position timeline

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

LPL Financial LLC held 288,358 UFOX 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 288,358 shares
    Change vs previous 13F +3,888 shares

    0.01% of the 13F portfolio, value $27,404,761.

    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 284,470 shares
    Change vs previous 13F +7,903 shares

    0.01% of the 13F portfolio, value $19,393,842.

    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 276,567 shares
    Change vs previous 13F -1,085 shares

    <0.01% of the 13F portfolio, value $17,654,908.

    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 277,652 shares
    Change vs previous 13F -3,423 shares

    <0.01% of the 13F portfolio, value $17,125,581.

    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 281,075 shares
    Change vs previous 13F +21,484 shares

    <0.01% of the 13F portfolio, value $14,829,498.

    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 259,591 shares
    Change vs previous 13F -1,116 shares

    <0.01% of the 13F portfolio, value $11,032,630.

    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 260,707 shares
    Change vs previous 13F -7,417 shares

    0.01% of the 13F portfolio, value $12,422,666.

    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 268,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,631,220.

    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).