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Disclosery

LPL Financial LLC: UUP position timeline

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

LPL Financial LLC held 49,070 UUP 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 49,070 shares
    Change vs previous 13F -218,965 shares

    <0.01% of the 13F portfolio, value $1,394,093.

    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 268,035 shares
    Change vs previous 13F +165,461 shares

    <0.01% of the 13F portfolio, value $7,446,009.

    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 102,574 shares
    Change vs previous 13F +75,051 shares

    <0.01% of the 13F portfolio, value $2,772,563.

    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 27,523 shares
    Change vs previous 13F -90,201 shares

    <0.01% of the 13F portfolio, value $757,144.

    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 117,724 shares
    Change vs previous 13F -88,095 shares

    <0.01% of the 13F portfolio, value $3,164,420.

    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 205,819 shares
    Change vs previous 13F -12,049 shares

    <0.01% of the 13F portfolio, value $5,874,069.

    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 217,868 shares
    Change vs previous 13F +128,279 shares

    <0.01% of the 13F portfolio, value $6,409,680.

    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 89,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,524,604.

    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).