LPL Financial LLC: USAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on USAI, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 416,921 USAI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 416,921 sharesChange vs previous 13F +43,277 shares
<0.01% of the 13F portfolio, value $18,968,207.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 373,644 sharesChange vs previous 13F -44,258 shares
<0.01% of the 13F portfolio, value $17,557,534.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 417,902 sharesChange vs previous 13F +23,914 shares
<0.01% of the 13F portfolio, value $15,942,959.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 393,988 sharesChange vs previous 13F +35,024 shares
<0.01% of the 13F portfolio, value $15,698,866.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 358,964 sharesChange vs previous 13F -23,739 shares
<0.01% of the 13F portfolio, value $14,614,797.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 382,703 sharesChange vs previous 13F +29,221 shares
0.01% of the 13F portfolio, value $15,732,914.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 353,482 sharesChange vs previous 13F -7,017 shares
0.01% of the 13F portfolio, value $14,061,227.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 360,499 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $12,621,776.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).