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Disclosery

LPL Financial LLC: UPXI position timeline

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

LPL Financial LLC held 10,067 UPXI 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 10,067 shares
    Change vs previous 13F -3,200 shares

    <0.01% of the 13F portfolio, value $7,895.

    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 13,267 shares
    Change vs previous 13F -11,100 shares

    <0.01% of the 13F portfolio, value $13,076.

    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 24,367 shares
    Change vs previous 13F +8,122 shares

    <0.01% of the 13F portfolio, value $40,937.

    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 16,245 shares
    Change vs previous 13F -29,010 shares

    <0.01% of the 13F portfolio, value $93,734.

    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 45,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,860.

    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).