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Disclosery

LPL Financial LLC: USIG position timeline

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

LPL Financial LLC held 3,519,315 USIG 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 3,519,315 shares
    Change vs previous 13F +55,033 shares

    0.04% of the 13F portfolio, value $180,505,659.

    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 3,464,282 shares
    Change vs previous 13F +645,199 shares

    0.05% of the 13F portfolio, value $177,475,147.

    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 2,819,083 shares
    Change vs previous 13F +261,417 shares

    0.04% of the 13F portfolio, value $145,943,879.

    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 2,557,666 shares
    Change vs previous 13F +1,000,013 shares

    0.04% of the 13F portfolio, value $133,561,274.

    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 1,557,653 shares
    Change vs previous 13F +227,939 shares

    0.03% of the 13F portfolio, value $80,125,649.

    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 1,329,714 shares
    Change vs previous 13F +169,316 shares

    0.03% of the 13F portfolio, value $67,921,747.

    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 1,160,398 shares
    Change vs previous 13F +73,066 shares

    0.02% of the 13F portfolio, value $58,344,800.

    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 1,087,332 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $57,171,913.

    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).