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LPL Financial LLC: BILS position timeline

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

LPL Financial LLC held 3,632,375 BILS 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 3,632,375 shares
    Change vs previous 13F -51,228 shares

    0.08% of the 13F portfolio, value $360,985,381.

    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 3,683,603 shares
    Change vs previous 13F +89,683 shares

    0.1% of the 13F portfolio, value $366,297,441.

    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 3,593,920 shares
    Change vs previous 13F -37,607 shares

    0.1% of the 13F portfolio, value $356,588,739.

    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 3,631,527 shares
    Change vs previous 13F +354,545 shares

    0.11% of the 13F portfolio, value $361,409,523.

    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 3,276,982 shares
    Change vs previous 13F +406,464 shares

    0.11% of the 13F portfolio, value $325,830,296.

    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 2,870,518 shares
    Change vs previous 13F +298,947 shares

    0.11% of the 13F portfolio, value $285,587,852.

    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 2,571,571 shares
    Change vs previous 13F +323,911 shares

    0.1% of the 13F portfolio, value $254,971,261.

    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 2,247,660 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $223,821,972.

    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).