Skip to content
Disclosery

LPL Financial LLC: UYLD position timeline

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

LPL Financial LLC held 327,883 UYLD 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 327,883 shares
    Change vs previous 13F +190,592 shares

    <0.01% of the 13F portfolio, value $16,723,658.

    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 137,291 shares
    Change vs previous 13F +31,170 shares

    <0.01% of the 13F portfolio, value $7,006,632.

    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 106,121 shares
    Change vs previous 13F +6,270 shares

    <0.01% of the 13F portfolio, value $5,427,517.

    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 99,851 shares
    Change vs previous 13F +9,892 shares

    <0.01% of the 13F portfolio, value $5,106,860.

    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 89,959 shares
    Change vs previous 13F +9,544 shares

    <0.01% of the 13F portfolio, value $4,594,195.

    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 80,415 shares
    Change vs previous 13F +11,329 shares

    <0.01% of the 13F portfolio, value $4,108,403.

    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 69,086 shares
    Change vs previous 13F -9,117 shares

    <0.01% of the 13F portfolio, value $3,527,864.

    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 78,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,001,633.

    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).