Union Bankshares shares owned by LPL Financial
Quarter-by-quarter ownership of Union Bankshares (UNB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Union Bankshares
Tip: Access up to 7 years of quarterly data
All positions including Union Bankshares held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Union Bankshares by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 31k | 24.76 |
| 2025-06-30 | $802k | 30k | 26.62 |
| 2025-03-31 | $1.1M | 35k | 31.47 |
| 2024-12-31 | $975k | 34k | 28.91 |
| 2024-09-30 | $908k | 35k | 25.93 |
| 2024-06-30 | $722k | 34k | 21.48 |
| 2024-03-31 | $1.0M | 33k | 30.50 |
| 2023-09-30 | $584k | 27k | 21.47 |
| 2023-06-30 | $612k | 26k | 23.25 |
| 2023-03-31 | $506k | 23k | 22.11 |
| 2022-12-31 | $460k | 19k | 24.01 |
| 2022-09-30 | $423k | 19k | 22.62 |
| 2022-06-30 | $486k | 19k | 26.16 |
| 2022-03-31 | $574k | 19k | 31.10 |
| 2021-12-31 | $557k | 19k | 29.84 |
| 2021-09-30 | $683k | 21k | 32.00 |
| 2021-06-30 | $787k | 22k | 36.19 |
| 2021-03-31 | $640k | 21k | 30.00 |
| 2020-12-31 | $529k | 21k | 25.69 |
| 2020-09-30 | $477k | 24k | 20.27 |