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Disclosery

LPL Financial LLC: USTB position timeline

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

LPL Financial LLC held 1,594,959 USTB 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 1,594,959 shares
    Change vs previous 13F -12,964 shares

    0.02% of the 13F portfolio, value $80,736,837.

    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 1,607,923 shares
    Change vs previous 13F +273,004 shares

    0.02% of the 13F portfolio, value $81,328,722.

    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 1,334,919 shares
    Change vs previous 13F +96,021 shares

    0.02% of the 13F portfolio, value $67,867,258.

    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 1,238,898 shares
    Change vs previous 13F +179,880 shares

    0.02% of the 13F portfolio, value $63,171,423.

    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 1,059,018 shares
    Change vs previous 13F +101,049 shares

    0.02% of the 13F portfolio, value $53,819,276.

    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 957,969 shares
    Change vs previous 13F +241,832 shares

    0.02% of the 13F portfolio, value $48,521,149.

    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 716,137 shares
    Change vs previous 13F +354,102 shares

    0.01% of the 13F portfolio, value $35,950,063.

    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 362,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,395,012.

    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).