Skip to content
Disclosery

LPL Financial LLC: UMAR position timeline

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

LPL Financial LLC held 11,751 UMAR 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 11,751 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $496,424.

    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 11,590 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $460,587.

    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 11,905 shares
    Change vs previous 13F -3,740 shares

    <0.01% of the 13F portfolio, value $475,602.

    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 15,645 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $610,311.

    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 15,519 shares
    Change vs previous 13F +5,096 shares

    <0.01% of the 13F portfolio, value $583,670.

    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 10,423 shares
    Change vs previous 13F +2,089 shares

    <0.01% of the 13F portfolio, value $370,538.

    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 8,334 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $297,440.

    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 8,334 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $290,690.

    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).