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Disclosery

LPL Financial LLC: VPU position timeline

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

LPL Financial LLC held 910,692 VPU 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 910,692 shares
    Change vs previous 13F +16,606 shares

    0.04% of the 13F portfolio, value $178,249,782.

    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 894,086 shares
    Change vs previous 13F +923 shares

    0.05% of the 13F portfolio, value $177,154,109.

    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 893,163 shares
    Change vs previous 13F +60,554 shares

    0.05% of the 13F portfolio, value $165,270,909.

    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 832,609 shares
    Change vs previous 13F +97,802 shares

    0.05% of the 13F portfolio, value $157,704,427.

    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 734,807 shares
    Change vs previous 13F +117,437 shares

    0.04% of the 13F portfolio, value $129,700,708.

    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 617,370 shares
    Change vs previous 13F -49,754 shares

    0.04% of the 13F portfolio, value $105,452,991.

    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 667,124 shares
    Change vs previous 13F +52,348 shares

    0.04% of the 13F portfolio, value $109,021,347.

    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 614,776 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $107,001,753.

    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).