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Disclosery

LPL Financial LLC: UTEN position timeline

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

LPL Financial LLC held 192,642 UTEN 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 192,642 shares
    Change vs previous 13F -27,367 shares

    <0.01% of the 13F portfolio, value $8,321,973.

    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 220,009 shares
    Change vs previous 13F +17,595 shares

    <0.01% of the 13F portfolio, value $9,592,539.

    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 202,414 shares
    Change vs previous 13F +35,143 shares

    <0.01% of the 13F portfolio, value $8,917,286.

    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 167,271 shares
    Change vs previous 13F -7,558 shares

    <0.01% of the 13F portfolio, value $7,396,723.

    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 174,829 shares
    Change vs previous 13F +9,800 shares

    <0.01% of the 13F portfolio, value $7,675,014.

    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 165,029 shares
    Change vs previous 13F +32,349 shares

    <0.01% of the 13F portfolio, value $7,246,142.

    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 132,680 shares
    Change vs previous 13F -33,059 shares

    <0.01% of the 13F portfolio, value $5,649,849.

    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 165,739 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,532,828.

    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).