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Disclosery

LPL Financial LLC: IAGG position timeline

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

LPL Financial LLC held 4,005,098 IAGG 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 4,005,098 shares
    Change vs previous 13F -7,020,133 shares

    0.05% of the 13F portfolio, value $202,657,953.

    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 11,025,231 shares
    Change vs previous 13F +1,149,296 shares

    0.15% of the 13F portfolio, value $551,702,550.

    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 9,875,935 shares
    Change vs previous 13F +709,894 shares

    0.14% of the 13F portfolio, value $493,895,488.

    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 9,166,041 shares
    Change vs previous 13F +1,070,952 shares

    0.14% of the 13F portfolio, value $469,576,268.

    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 8,095,089 shares
    Change vs previous 13F +7,067,505 shares

    0.14% of the 13F portfolio, value $413,578,120.

    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 1,027,584 shares
    Change vs previous 13F -167,283 shares

    0.02% of the 13F portfolio, value $51,368,909.

    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 1,194,867 shares
    Change vs previous 13F +183,085 shares

    0.02% of the 13F portfolio, value $59,647,779.

    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 1,011,782 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $52,430,546.

    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).