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Disclosery

LPL Financial LLC: ULST position timeline

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

LPL Financial LLC held 1,384,703 ULST 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 1,384,703 shares
    Change vs previous 13F +91,332 shares

    0.01% of the 13F portfolio, value $55,976,621.

    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 1,293,371 shares
    Change vs previous 13F -31,481 shares

    0.01% of the 13F portfolio, value $52,381,518.

    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 1,324,852 shares
    Change vs previous 13F -537,460 shares

    0.01% of the 13F portfolio, value $53,663,110.

    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 1,862,312 shares
    Change vs previous 13F +90,240 shares

    0.02% of the 13F portfolio, value $75,777,458.

    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 1,772,072 shares
    Change vs previous 13F +77,063 shares

    0.02% of the 13F portfolio, value $72,052,435.

    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 1,695,009 shares
    Change vs previous 13F +569,720 shares

    0.03% of the 13F portfolio, value $68,902,107.

    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 1,125,289 shares
    Change vs previous 13F +48,588 shares

    0.02% of the 13F portfolio, value $45,472,941.

    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 1,076,701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $43,907,872.

    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).