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Disclosery

LPL Financial LLC: UTWO position timeline

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

LPL Financial LLC held 692,082 UTWO 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 692,082 shares
    Change vs previous 13F -22,658 shares

    0.01% of the 13F portfolio, value $33,192,237.

    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 714,740 shares
    Change vs previous 13F +13,884 shares

    0.01% of the 13F portfolio, value $34,509,307.

    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 700,856 shares
    Change vs previous 13F -16,892 shares

    0.01% of the 13F portfolio, value $34,037,053.

    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 717,748 shares
    Change vs previous 13F +14,849 shares

    0.01% of the 13F portfolio, value $34,857,447.

    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 702,899 shares
    Change vs previous 13F +11,305 shares

    0.01% of the 13F portfolio, value $34,118,727.

    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 691,594 shares
    Change vs previous 13F -422 shares

    0.01% of the 13F portfolio, value $33,521,582.

    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 692,016 shares
    Change vs previous 13F +34,350 shares

    0.01% of the 13F portfolio, value $33,260,480.

    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 657,666 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,064,498.

    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).