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
- period ended2026-06-3013F 5,521,305 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,636,622 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,462,692 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,009,197 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,376,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,846,157 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,837,284 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,653,540 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).