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Disclosery

LPL Financial LLC: UUUU position timeline

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

LPL Financial LLC held 344,122 UUUU 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 344,122 shares
    Change vs previous 13F +19,369 shares

    <0.01% of the 13F portfolio, value $4,989,769.

    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 324,753 shares
    Change vs previous 13F +103,113 shares

    <0.01% of the 13F portfolio, value $5,926,733.

    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 221,640 shares
    Change vs previous 13F +90,001 shares

    <0.01% of the 13F portfolio, value $3,222,638.

    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 131,639 shares
    Change vs previous 13F +17,223 shares

    <0.01% of the 13F portfolio, value $2,020,651.

    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 114,416 shares
    Change vs previous 13F -6,382 shares

    <0.01% of the 13F portfolio, value $657,889.

    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 120,798 shares
    Change vs previous 13F +56,259 shares

    <0.01% of the 13F portfolio, value $450,575.

    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 64,539 shares
    Change vs previous 13F +11,508 shares

    <0.01% of the 13F portfolio, value $331,083.

    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 53,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,137.

    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).