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Disclosery

LPL Financial LLC: UJUL position timeline

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

LPL Financial LLC held 41,184 UJUL 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 41,184 shares
    Change vs previous 13F +8,218 shares

    <0.01% of the 13F portfolio, value $1,679,072.

    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 32,966 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $1,262,499.

    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 33,675 shares
    Change vs previous 13F -227 shares

    <0.01% of the 13F portfolio, value $1,304,906.

    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 33,902 shares
    Change vs previous 13F +6,141 shares

    <0.01% of the 13F portfolio, value $1,291,968.

    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 27,761 shares
    Change vs previous 13F +3,999 shares

    <0.01% of the 13F portfolio, value $1,021,327.

    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 23,762 shares
    Change vs previous 13F -1,247 shares

    <0.01% of the 13F portfolio, value $796,773.

    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 25,009 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $862,680.

    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 24,598 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $834,118.

    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).