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Disclosery

LPL Financial LLC: AIQ position timeline

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

LPL Financial LLC held 5,200,395 AIQ 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 5,200,395 shares
    Change vs previous 13F +232,831 shares

    0.08% of the 13F portfolio, value $341,197,927.

    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 4,967,564 shares
    Change vs previous 13F +176,516 shares

    0.06% of the 13F portfolio, value $231,836,215.

    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 4,791,048 shares
    Change vs previous 13F +757,751 shares

    0.07% of the 13F portfolio, value $243,672,670.

    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 4,033,297 shares
    Change vs previous 13F +1,140,455 shares

    0.06% of the 13F portfolio, value $199,204,535.

    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 2,892,842 shares
    Change vs previous 13F +475,044 shares

    0.04% of the 13F portfolio, value $126,388,241.

    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 2,417,798 shares
    Change vs previous 13F +256,483 shares

    0.03% of the 13F portfolio, value $87,959,490.

    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 2,161,315 shares
    Change vs previous 13F +241,039 shares

    0.03% of the 13F portfolio, value $83,513,221.

    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 1,920,276 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $71,376,670.

    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).