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Disclosery

LPL Financial LLC: VUSB position timeline

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

LPL Financial LLC held 2,625,517 VUSB 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 2,625,517 shares
    Change vs previous 13F +98,731 shares

    0.03% of the 13F portfolio, value $130,698,218.

    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 2,526,786 shares
    Change vs previous 13F +515,238 shares

    0.03% of the 13F portfolio, value $125,796,034.

    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 2,011,548 shares
    Change vs previous 13F +842,842 shares

    0.03% of the 13F portfolio, value $100,255,568.

    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 1,168,706 shares
    Change vs previous 13F +118,962 shares

    0.02% of the 13F portfolio, value $58,429,462.

    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 1,049,744 shares
    Change vs previous 13F +47,746 shares

    0.02% of the 13F portfolio, value $52,345,456.

    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 1,001,998 shares
    Change vs previous 13F +68,554 shares

    0.02% of the 13F portfolio, value $49,954,624.

    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 933,444 shares
    Change vs previous 13F +16,813 shares

    0.02% of the 13F portfolio, value $46,317,468.

    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 916,631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $45,776,568.

    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).