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Disclosery

LPL Financial LLC: USMV position timeline

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

LPL Financial LLC held 7,953,963 USMV 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 7,953,963 shares
    Change vs previous 13F +1,672,866 shares

    0.17% of the 13F portfolio, value $767,239,198.

    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 6,281,097 shares
    Change vs previous 13F -7,568 shares

    0.15% of the 13F portfolio, value $582,508,936.

    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 6,288,665 shares
    Change vs previous 13F -258,361 shares

    0.16% of the 13F portfolio, value $592,140,659.

    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 6,547,026 shares
    Change vs previous 13F +233,287 shares

    0.18% of the 13F portfolio, value $622,883,974.

    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 6,313,739 shares
    Change vs previous 13F +437,145 shares

    0.2% of the 13F portfolio, value $592,670,640.

    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 5,876,594 shares
    Change vs previous 13F +190,680 shares

    0.21% of the 13F portfolio, value $550,401,732.

    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 5,685,914 shares
    Change vs previous 13F +328,291 shares

    0.21% of the 13F portfolio, value $504,852,248.

    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 5,357,623 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $489,204,516.

    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).