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Disclosery

LPL Financial LLC: UI position timeline

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

LPL Financial LLC held 10,402 UI 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 10,402 shares
    Change vs previous 13F -2,578 shares

    <0.01% of the 13F portfolio, value $5,554,795.

    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 12,980 shares
    Change vs previous 13F +3,560 shares

    <0.01% of the 13F portfolio, value $10,257,690.

    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 9,420 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $5,212,318.

    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 9,770 shares
    Change vs previous 13F +4,586 shares

    <0.01% of the 13F portfolio, value $6,453,824.

    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 5,184 shares
    Change vs previous 13F +311 shares

    <0.01% of the 13F portfolio, value $2,134,194.

    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 4,873 shares
    Change vs previous 13F -424 shares

    <0.01% of the 13F portfolio, value $1,511,452.

    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 5,297 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $1,758,251.

    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 5,087 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,127,874.

    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).