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Disclosery

LPL Financial LLC: UITB position timeline

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

LPL Financial LLC held 2,135,811 UITB 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 2,135,811 shares
    Change vs previous 13F +36,815 shares

    0.02% of the 13F portfolio, value $100,037,077.

    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 2,098,996 shares
    Change vs previous 13F -47,639 shares

    0.03% of the 13F portfolio, value $98,688,459.

    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 2,146,635 shares
    Change vs previous 13F +203,071 shares

    0.03% of the 13F portfolio, value $101,653,244.

    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 1,943,564 shares
    Change vs previous 13F +49,643 shares

    0.03% of the 13F portfolio, value $92,358,149.

    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 1,893,921 shares
    Change vs previous 13F +325,475 shares

    0.03% of the 13F portfolio, value $89,146,881.

    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 1,568,446 shares
    Change vs previous 13F +314,984 shares

    0.03% of the 13F portfolio, value $73,622,847.

    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 1,253,462 shares
    Change vs previous 13F +651,567 shares

    0.02% of the 13F portfolio, value $57,609,132.

    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 601,895 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,848,850.

    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).