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Disclosery

LPL Financial LLC: USPX position timeline

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

LPL Financial LLC held 183,477 USPX 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 183,477 shares
    Change vs previous 13F -5,125 shares

    <0.01% of the 13F portfolio, value $11,981,017.

    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 188,602 shares
    Change vs previous 13F -1,388 shares

    <0.01% of the 13F portfolio, value $10,725,779.

    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 189,990 shares
    Change vs previous 13F +10,642 shares

    <0.01% of the 13F portfolio, value $11,357,623.

    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 179,348 shares
    Change vs previous 13F +5,751 shares

    <0.01% of the 13F portfolio, value $10,506,154.

    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 173,597 shares
    Change vs previous 13F +6,407 shares

    <0.01% of the 13F portfolio, value $9,437,475.

    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 167,190 shares
    Change vs previous 13F +88,815 shares

    <0.01% of the 13F portfolio, value $8,189,578.

    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 78,375 shares
    Change vs previous 13F +72,968 shares

    <0.01% of the 13F portfolio, value $4,024,138.

    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 5,407 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,719.

    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).