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LPL Financial LLC: USHY position timeline

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

LPL Financial LLC held 5,521,305 USHY 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 5,521,305 shares
    Change vs previous 13F +884,683 shares

    0.05% of the 13F portfolio, value $204,398,732.

    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 4,636,622 shares
    Change vs previous 13F -826,070 shares

    0.05% of the 13F portfolio, value $170,813,144.

    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 5,462,692 shares
    Change vs previous 13F +453,495 shares

    0.06% of the 13F portfolio, value $204,277,306.

    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 5,009,197 shares
    Change vs previous 13F +632,823 shares

    0.06% of the 13F portfolio, value $189,247,457.

    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 4,376,374 shares
    Change vs previous 13F -469,783 shares

    0.05% of the 13F portfolio, value $164,157,785.

    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 4,846,157 shares
    Change vs previous 13F +1,008,873 shares

    0.07% of the 13F portfolio, value $178,387,015.

    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 3,837,284 shares
    Change vs previous 13F +183,744 shares

    0.06% of the 13F portfolio, value $141,173,671.

    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 3,653,540 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $137,555,784.

    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).