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Disclosery

LPL Financial LLC: USFD position timeline

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

LPL Financial LLC held 91,498 USFD 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 91,498 shares
    Change vs previous 13F -13,318 shares

    <0.01% of the 13F portfolio, value $9,355,707.

    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 104,816 shares
    Change vs previous 13F +2,701 shares

    <0.01% of the 13F portfolio, value $9,665,116.

    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 102,115 shares
    Change vs previous 13F +3,879 shares

    <0.01% of the 13F portfolio, value $7,691,329.

    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 98,236 shares
    Change vs previous 13F -3,340 shares

    <0.01% of the 13F portfolio, value $7,526,842.

    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 101,576 shares
    Change vs previous 13F -17,468 shares

    <0.01% of the 13F portfolio, value $7,822,368.

    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 119,044 shares
    Change vs previous 13F +10,446 shares

    <0.01% of the 13F portfolio, value $7,792,620.

    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 108,598 shares
    Change vs previous 13F +11,735 shares

    <0.01% of the 13F portfolio, value $7,326,032.

    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 96,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,957,084.

    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).