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Disclosery

LPL Financial LLC: USMC position timeline

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

LPL Financial LLC held 1,069,720 USMC 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 1,069,720 shares
    Change vs previous 13F -6,281 shares

    0.02% of the 13F portfolio, value $79,294,786.

    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 1,076,001 shares
    Change vs previous 13F -328,126 shares

    0.02% of the 13F portfolio, value $69,199,849.

    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 1,404,127 shares
    Change vs previous 13F +87,122 shares

    0.03% of the 13F portfolio, value $96,112,500.

    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 1,317,005 shares
    Change vs previous 13F +60,714 shares

    0.03% of the 13F portfolio, value $89,784,291.

    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 1,256,291 shares
    Change vs previous 13F +464,654 shares

    0.03% of the 13F portfolio, value $78,593,559.

    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 791,637 shares
    Change vs previous 13F +220,891 shares

    0.02% of the 13F portfolio, value $44,949,144.

    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 570,746 shares
    Change vs previous 13F +128,838 shares

    0.01% of the 13F portfolio, value $34,261,870.

    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 441,908 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,184,357.

    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).