LPL Financial LLC: USO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on USO, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 13,195 USO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 13,195 sharesChange vs previous 13F -1,777 shares
<0.01% of the 13F portfolio, value $1,404,509.
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 14,972 sharesChange vs previous 13F -1,599 shares
<0.01% of the 13F portfolio, value $1,905,147.
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 16,571 sharesChange vs previous 13F -1,314 shares
<0.01% of the 13F portfolio, value $1,146,063.
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 17,885 sharesChange vs previous 13F -1,692 shares
<0.01% of the 13F portfolio, value $1,319,033.
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 19,577 sharesChange vs previous 13F +41 shares
<0.01% of the 13F portfolio, value $1,431,288.
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 19,536 sharesChange vs previous 13F -4,453 shares
<0.01% of the 13F portfolio, value $1,510,734.
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 23,989 sharesChange vs previous 13F -3,515 shares
<0.01% of the 13F portfolio, value $1,812,383.
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 27,504 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,923,049.
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).