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Disclosery

LPL Financial LLC: HIO position timeline

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

LPL Financial LLC held 969,899 HIO 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 969,899 shares
    Change vs previous 13F +217,895 shares

    <0.01% of the 13F portfolio, value $3,530,433.

    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 752,004 shares
    Change vs previous 13F +367,001 shares

    <0.01% of the 13F portfolio, value $2,729,775.

    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 385,003 shares
    Change vs previous 13F +105,685 shares

    <0.01% of the 13F portfolio, value $1,428,360.

    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 279,318 shares
    Change vs previous 13F +34,812 shares

    <0.01% of the 13F portfolio, value $1,072,580.

    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 244,506 shares
    Change vs previous 13F +107,518 shares

    <0.01% of the 13F portfolio, value $973,134.

    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 136,988 shares
    Change vs previous 13F -140,950 shares

    <0.01% of the 13F portfolio, value $545,212.

    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 277,938 shares
    Change vs previous 13F +199,893 shares

    <0.01% of the 13F portfolio, value $1,092,295.

    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 78,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,081.

    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).