Skip to content
Disclosery

LPL Financial LLC: UWMC position timeline

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

LPL Financial LLC held 139,456 UWMC 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 139,456 shares
    Change vs previous 13F +42,690 shares

    <0.01% of the 13F portfolio, value $319,355.

    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 96,766 shares
    Change vs previous 13F -20,107 shares

    <0.01% of the 13F portfolio, value $350,291.

    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 116,873 shares
    Change vs previous 13F -97,147 shares

    <0.01% of the 13F portfolio, value $511,904.

    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 214,020 shares
    Change vs previous 13F +20,578 shares

    <0.01% of the 13F portfolio, value $1,303,383.

    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 193,442 shares
    Change vs previous 13F -27,539 shares

    <0.01% of the 13F portfolio, value $800,850.

    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 220,981 shares
    Change vs previous 13F -34,190 shares

    <0.01% of the 13F portfolio, value $1,206,554.

    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 255,171 shares
    Change vs previous 13F +42,042 shares

    <0.01% of the 13F portfolio, value $1,497,851.

    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 213,129 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,815,861.

    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).