LPL Financial LLC UIVM β€” VICTORY PORTFOLIOS II

Ownership history in LPL Financial LLC  Β·  3 quarters on record

AI Ownership Summary

LPL Financial LLC reported VICTORY PORTFOLIOS II (UIVM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows UIVM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UIVM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in VICTORY PORTFOLIOS II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UIVM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LPL Financial LLC held UIVM β€” position size vs. price
% of Fund (quarterly)    UIVM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 4,737 +603 +14.6% 0.00% $341K 2026-08-07 $77.39
2026 Q1 ADDED β€” β€” β€” 4,134 +838 +25.4% 0.00% $282K 2026-05-06 $72.54
2025 Q4 INITIATED β€” β€” β€” 3,296 β€” β€” 0.00% $213K 2026-02-11 $71.52

FAQ About LPL Financial LLC and UIVM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning UIVM?

LPL Financial LLC reported UIVM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported UIVM position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for UIVM was 0.00% in 2026 Q2.

What is the latest reported UIVM position on this page?

The most recent filing on this page is 2026 Q2, when LPL Financial LLC reported 4,737 shares, equal to 0.00% of portfolio, with an estimated market value of $341K.

What does the chart on this UIVM ownership page compare?

The chart compares LPL Financial LLC's quarterly UIVM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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