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Disclosery

LPL Financial LLC: USRT position timeline

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

LPL Financial LLC held 1,757,195 USRT 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 1,757,195 shares
    Change vs previous 13F +1,003,921 shares

    0.03% of the 13F portfolio, value $116,765,615.

    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 753,274 shares
    Change vs previous 13F +70,390 shares

    0.01% of the 13F portfolio, value $44,586,287.

    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 682,884 shares
    Change vs previous 13F -7,064 shares

    0.01% of the 13F portfolio, value $38,897,053.

    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 689,948 shares
    Change vs previous 13F +58,616 shares

    0.01% of the 13F portfolio, value $40,513,770.

    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 631,332 shares
    Change vs previous 13F +85,596 shares

    0.01% of the 13F portfolio, value $35,708,161.

    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 545,736 shares
    Change vs previous 13F -235,732 shares

    0.01% of the 13F portfolio, value $31,434,384.

    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 781,468 shares
    Change vs previous 13F +562,265 shares

    0.02% of the 13F portfolio, value $44,785,901.

    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 219,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,496,328.

    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).