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Disclosery

LPL Financial LLC: UMI position timeline

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

LPL Financial LLC held 54,314 UMI 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 54,314 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $3,195,837.

    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 53,899 shares
    Change vs previous 13F -834 shares

    <0.01% of the 13F portfolio, value $3,157,937.

    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 54,733 shares
    Change vs previous 13F -7,649 shares

    <0.01% of the 13F portfolio, value $2,686,308.

    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 62,382 shares
    Change vs previous 13F -5,784 shares

    <0.01% of the 13F portfolio, value $3,203,555.

    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 68,166 shares
    Change vs previous 13F +4,827 shares

    <0.01% of the 13F portfolio, value $3,477,831.

    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 63,339 shares
    Change vs previous 13F +16,816 shares

    <0.01% of the 13F portfolio, value $3,293,648.

    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 46,523 shares
    Change vs previous 13F +9,970 shares

    <0.01% of the 13F portfolio, value $2,309,880.

    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 36,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,639,669.

    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).