Skip to main content

LPL Financial LLC

Position in UFPT — Ufp Technologies Inc

CIK 1403438 FORT MILL, SC

Position in UFPT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$4,394,529
+$647,982 QoQ
Shares Held
16,575
-14.3% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 279 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in UFPT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

LPL Financial LLC holds $752,412,775 across 63 Medical Devices names. UFPT ranks #13 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UFPT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,394,529 16,575
2026-03-31 $3,746,547 19,352
2025-12-31 $4,227,895 19,042
2025-09-30 $3,287,811 16,472
2025-06-30 $3,970,041 16,260
2025-03-31 $2,854,196 14,150
2024-12-31 $2,237,511 9,151
2024-09-30 $2,297,025 7,253
2024-06-30 $711,393 2,696
2024-03-31 $603,010 2,391
2023-12-31 $413,584 2,404
2023-09-30 $330,649 2,048