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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

  1. period ended2026-06-30
    13F 13,195 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,972 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,571 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,885 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,577 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,536 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,989 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,504 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).