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Disclosery

LPL Financial LLC: UNFI position timeline

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

LPL Financial LLC held 32,427 UNFI 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 32,427 shares
    Change vs previous 13F +2,203 shares

    <0.01% of the 13F portfolio, value $1,480,918.

    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 30,224 shares
    Change vs previous 13F -55,198 shares

    <0.01% of the 13F portfolio, value $1,361,871.

    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 85,422 shares
    Change vs previous 13F -221 shares

    <0.01% of the 13F portfolio, value $2,876,142.

    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 85,643 shares
    Change vs previous 13F +2,842 shares

    <0.01% of the 13F portfolio, value $3,221,871.

    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 82,801 shares
    Change vs previous 13F -63,213 shares

    <0.01% of the 13F portfolio, value $1,930,080.

    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 146,014 shares
    Change vs previous 13F -58,485 shares

    <0.01% of the 13F portfolio, value $3,999,310.

    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 204,499 shares
    Change vs previous 13F +20,652 shares

    <0.01% of the 13F portfolio, value $5,584,854.

    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 183,847 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,092,307.

    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).