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LPL Financial LLC: UPBD position timeline

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

LPL Financial LLC held 72,880 UPBD 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 72,880 shares
    Change vs previous 13F +2,648 shares

    <0.01% of the 13F portfolio, value $1,546,509.

    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 70,232 shares
    Change vs previous 13F +23,891 shares

    <0.01% of the 13F portfolio, value $1,267,682.

    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 46,341 shares
    Change vs previous 13F +673 shares

    <0.01% of the 13F portfolio, value $813,755.

    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 45,668 shares
    Change vs previous 13F +2,873 shares

    <0.01% of the 13F portfolio, value $1,079,136.

    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 42,795 shares
    Change vs previous 13F +16,510 shares

    <0.01% of the 13F portfolio, value $1,074,165.

    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 26,285 shares
    Change vs previous 13F +5,959 shares

    <0.01% of the 13F portfolio, value $629,786.

    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 20,326 shares
    Change vs previous 13F -731 shares

    <0.01% of the 13F portfolio, value $592,902.

    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 21,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,613.

    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).