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Disclosery

LPL Financial LLC: VSLU position timeline

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

LPL Financial LLC held 48,656 VSLU 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 48,656 shares
    Change vs previous 13F +6,923 shares

    <0.01% of the 13F portfolio, value $2,250,159.

    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 41,733 shares
    Change vs previous 13F -17,892 shares

    <0.01% of the 13F portfolio, value $1,744,857.

    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 59,625 shares
    Change vs previous 13F +30,172 shares

    <0.01% of the 13F portfolio, value $2,639,003.

    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 29,453 shares
    Change vs previous 13F +18,323 shares

    <0.01% of the 13F portfolio, value $1,257,407.

    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 11,130 shares
    Change vs previous 13F +1,102 shares

    <0.01% of the 13F portfolio, value $435,740.

    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 10,028 shares
    Change vs previous 13F +1,376 shares

    <0.01% of the 13F portfolio, value $351,198.

    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 8,652 shares
    Change vs previous 13F -416 shares

    <0.01% of the 13F portfolio, value $316,577.

    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 9,068 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $326,425.

    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).