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Disclosery

LPL Financial LLC: UTF position timeline

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

LPL Financial LLC held 728,909 UTF 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 728,909 shares
    Change vs previous 13F +45,811 shares

    <0.01% of the 13F portfolio, value $20,110,591.

    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 683,098 shares
    Change vs previous 13F +9,176 shares

    <0.01% of the 13F portfolio, value $17,678,581.

    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 673,922 shares
    Change vs previous 13F +54,505 shares

    <0.01% of the 13F portfolio, value $16,248,247.

    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 619,417 shares
    Change vs previous 13F -10,336 shares

    <0.01% of the 13F portfolio, value $15,361,531.

    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 629,753 shares
    Change vs previous 13F +63,508 shares

    0.01% of the 13F portfolio, value $16,971,853.

    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 566,245 shares
    Change vs previous 13F +31,993 shares

    0.01% of the 13F portfolio, value $14,467,571.

    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 534,252 shares
    Change vs previous 13F +13,776 shares

    0.01% of the 13F portfolio, value $12,843,411.

    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 520,476 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,547,986.

    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).