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Disclosery

LPL Financial LLC: UVV position timeline

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

LPL Financial LLC held 24,057 UVV 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 24,057 shares
    Change vs previous 13F +2,085 shares

    <0.01% of the 13F portfolio, value $1,255,038.

    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 21,972 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $1,157,926.

    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 24,709 shares
    Change vs previous 13F +1,429 shares

    <0.01% of the 13F portfolio, value $1,303,379.

    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 23,280 shares
    Change vs previous 13F +3,539 shares

    <0.01% of the 13F portfolio, value $1,300,633.

    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 19,741 shares
    Change vs previous 13F -6,578 shares

    <0.01% of the 13F portfolio, value $1,149,726.

    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 26,319 shares
    Change vs previous 13F +8,271 shares

    <0.01% of the 13F portfolio, value $1,475,160.

    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 18,048 shares
    Change vs previous 13F -2,327 shares

    <0.01% of the 13F portfolio, value $989,757.

    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 20,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,082,105.

    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).