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Disclosery

LPL Financial LLC: URTH position timeline

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

LPL Financial LLC held 233,752 URTH 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 233,752 shares
    Change vs previous 13F -10,132 shares

    0.01% of the 13F portfolio, value $47,367,504.

    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 243,884 shares
    Change vs previous 13F +9,995 shares

    0.01% of the 13F portfolio, value $43,903,993.

    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 233,889 shares
    Change vs previous 13F +29,145 shares

    0.01% of the 13F portfolio, value $43,449,606.

    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 204,744 shares
    Change vs previous 13F +17,488 shares

    0.01% of the 13F portfolio, value $37,173,323.

    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 187,256 shares
    Change vs previous 13F +22,709 shares

    0.01% of the 13F portfolio, value $31,717,397.

    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 164,547 shares
    Change vs previous 13F +6,207 shares

    0.01% of the 13F portfolio, value $25,205,315.

    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 158,340 shares
    Change vs previous 13F +51,049 shares

    0.01% of the 13F portfolio, value $24,621,884.

    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 107,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $16,835,055.

    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).