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Disclosery

LPL Financial LLC: VTRS position timeline

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

LPL Financial LLC held 678,057 VTRS 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 678,057 shares
    Change vs previous 13F +102,252 shares

    <0.01% of the 13F portfolio, value $10,767,536.

    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 575,805 shares
    Change vs previous 13F +21,958 shares

    <0.01% of the 13F portfolio, value $7,779,120.

    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 553,847 shares
    Change vs previous 13F +61,718 shares

    <0.01% of the 13F portfolio, value $6,895,394.

    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 492,129 shares
    Change vs previous 13F +47,438 shares

    <0.01% of the 13F portfolio, value $4,872,075.

    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 444,691 shares
    Change vs previous 13F -8,001 shares

    <0.01% of the 13F portfolio, value $3,971,087.

    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 452,692 shares
    Change vs previous 13F -172,185 shares

    <0.01% of the 13F portfolio, value $3,942,944.

    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 624,877 shares
    Change vs previous 13F +29,565 shares

    <0.01% of the 13F portfolio, value $7,779,710.

    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 595,312 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,911,565.

    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).