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Disclosery

LPL Financial LLC: USEP position timeline

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

LPL Financial LLC held 28,535 USEP 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 28,535 shares
    Change vs previous 13F +9,647 shares

    <0.01% of the 13F portfolio, value $1,179,352.

    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 18,888 shares
    Change vs previous 13F -4,455 shares

    <0.01% of the 13F portfolio, value $730,384.

    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 23,343 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $918,099.

    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 23,642 shares
    Change vs previous 13F +3,592 shares

    <0.01% of the 13F portfolio, value $914,236.

    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 20,050 shares
    Change vs previous 13F -850 shares

    <0.01% of the 13F portfolio, value $738,945.

    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 20,900 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $719,196.

    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 21,049 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $740,838.

    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 21,183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $735,897.

    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).