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Disclosery

LPL Financial LLC: VLU position timeline

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

LPL Financial LLC held 425,520 VLU 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 425,520 shares
    Change vs previous 13F -195 shares

    0.02% of the 13F portfolio, value $101,361,788.

    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 425,715 shares
    Change vs previous 13F +19,123 shares

    0.02% of the 13F portfolio, value $91,518,718.

    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 406,592 shares
    Change vs previous 13F +31,663 shares

    0.02% of the 13F portfolio, value $85,643,937.

    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 374,929 shares
    Change vs previous 13F -55,928 shares

    0.02% of the 13F portfolio, value $76,530,940.

    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 430,857 shares
    Change vs previous 13F +53,492 shares

    0.03% of the 13F portfolio, value $82,789,091.

    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 377,365 shares
    Change vs previous 13F +27,453 shares

    0.03% of the 13F portfolio, value $69,366,789.

    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 349,912 shares
    Change vs previous 13F -2,566 shares

    0.03% of the 13F portfolio, value $64,400,252.

    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 352,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $65,004,441.

    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).