Position in UFPI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,515,650
-$74,265 QoQ
Shares Held
16,453
-5.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026LPL Financial LLC holds $4,731,690 across 4 Lumber & Wood Production names. UFPI ranks #1 (32.0% of the industry book) .
All Filings in UFPI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,515,650 | 16,453 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,589,915 | 17,462 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,534,825 | 16,417 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,717,238 | 17,283 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,785,213 | 16,678 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,848,586 | 16,410 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,089,650 | 15,926 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,566,208 | 13,984 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,696,799 | 13,794 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,701,328 | 13,551 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,150,771 | 11,238 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,303,384 | 23,734 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,791,889 | 22,548 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,762,995 | 22,246 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,609,673 | 22,307 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,604,765 | 23,551 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,351,148 | 17,511 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,382,818 | 15,029 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,054,981 | 15,519 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,092,745 | 28,151 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $912,355 | 12,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $440,344 | 7,927 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $263,619 | 4,665 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $236,855 | 4,784 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||