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LPL Financial LLC: HIMU position timeline

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

LPL Financial LLC held 1,914,821 HIMU 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 1,914,821 shares
    Change vs previous 13F +234,913 shares

    0.02% of the 13F portfolio, value $95,358,105.

    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 1,679,908 shares
    Change vs previous 13F -1,834,874 shares

    0.02% of the 13F portfolio, value $80,602,005.

    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 3,514,782 shares
    Change vs previous 13F +287,613 shares

    0.05% of the 13F portfolio, value $171,099,596.

    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 3,227,169 shares
    Change vs previous 13F +1,301,887 shares

    0.05% of the 13F portfolio, value $158,744,431.

    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 1,925,282 shares
    Change vs previous 13F +196,044 shares

    0.03% of the 13F portfolio, value $93,626,458.

    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 1,729,238 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $85,649,158.

    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).