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Disclosery

LPL Financial LLC: UMH position timeline

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

LPL Financial LLC held 32,724 UMH 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 32,724 shares
    Change vs previous 13F -1,088 shares

    <0.01% of the 13F portfolio, value $495,445.

    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 33,812 shares
    Change vs previous 13F +7,073 shares

    <0.01% of the 13F portfolio, value $487,902.

    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 26,739 shares
    Change vs previous 13F -637 shares

    <0.01% of the 13F portfolio, value $425,419.

    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 27,376 shares
    Change vs previous 13F +4,177 shares

    <0.01% of the 13F portfolio, value $406,540.

    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 23,199 shares
    Change vs previous 13F -36,926 shares

    <0.01% of the 13F portfolio, value $389,503.

    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 60,125 shares
    Change vs previous 13F -2,499 shares

    <0.01% of the 13F portfolio, value $1,124,337.

    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 62,624 shares
    Change vs previous 13F +6,620 shares

    <0.01% of the 13F portfolio, value $1,182,346.

    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 56,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,101,594.

    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).