Skip to content
Disclosery

LPL Financial LLC: UOCT position timeline

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

LPL Financial LLC held 57,574 UOCT 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 57,574 shares
    Change vs previous 13F +3,734 shares

    <0.01% of the 13F portfolio, value $2,366,867.

    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 53,840 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $2,058,842.

    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 53,922 shares
    Change vs previous 13F +528 shares

    <0.01% of the 13F portfolio, value $2,105,223.

    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 53,394 shares
    Change vs previous 13F +5,939 shares

    <0.01% of the 13F portfolio, value $2,051,931.

    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 47,455 shares
    Change vs previous 13F +2,488 shares

    <0.01% of the 13F portfolio, value $1,745,466.

    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 44,967 shares
    Change vs previous 13F +456 shares

    <0.01% of the 13F portfolio, value $1,553,592.

    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 44,511 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $1,570,263.

    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 44,202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,538,672.

    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).