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Disclosery

LPL Financial LLC: USMF position timeline

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

LPL Financial LLC held 198,528 USMF 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 198,528 shares
    Change vs previous 13F -27,647 shares

    <0.01% of the 13F portfolio, value $10,768,778.

    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 226,175 shares
    Change vs previous 13F -39,202 shares

    <0.01% of the 13F portfolio, value $11,168,539.

    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 265,377 shares
    Change vs previous 13F +18,927 shares

    <0.01% of the 13F portfolio, value $13,603,245.

    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 246,450 shares
    Change vs previous 13F -129,720 shares

    <0.01% of the 13F portfolio, value $12,881,949.

    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 376,170 shares
    Change vs previous 13F -43,694 shares

    0.01% of the 13F portfolio, value $19,281,349.

    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 419,864 shares
    Change vs previous 13F +174,201 shares

    0.01% of the 13F portfolio, value $20,833,665.

    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 245,663 shares
    Change vs previous 13F +133,990 shares

    <0.01% of the 13F portfolio, value $12,204,516.

    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 111,673 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,457,717.

    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).