Skip to content
Disclosery

LPL Financial LLC: UTG position timeline

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

LPL Financial LLC held 877,625 UTG 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 877,625 shares
    Change vs previous 13F +58,210 shares

    0.01% of the 13F portfolio, value $35,736,893.

    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 819,415 shares
    Change vs previous 13F +39,970 shares

    0.01% of the 13F portfolio, value $32,186,621.

    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 779,445 shares
    Change vs previous 13F +93,261 shares

    0.01% of the 13F portfolio, value $28,512,079.

    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 686,184 shares
    Change vs previous 13F +69,577 shares

    0.01% of the 13F portfolio, value $27,186,625.

    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 616,607 shares
    Change vs previous 13F +17,406 shares

    0.01% of the 13F portfolio, value $22,308,833.

    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 599,201 shares
    Change vs previous 13F +14,086 shares

    0.01% of the 13F portfolio, value $19,498,011.

    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 585,115 shares
    Change vs previous 13F +26,496 shares

    0.01% of the 13F portfolio, value $18,542,304.

    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 558,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,328,271.

    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).