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Disclosery

LPL Financial LLC: IAI position timeline

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

LPL Financial LLC held 118,978 IAI 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 118,978 shares
    Change vs previous 13F -21,601 shares

    <0.01% of the 13F portfolio, value $20,860,429.

    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 140,579 shares
    Change vs previous 13F -306,303 shares

    0.01% of the 13F portfolio, value $23,080,327.

    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 446,882 shares
    Change vs previous 13F +17,702 shares

    0.02% of the 13F portfolio, value $80,157,282.

    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 429,180 shares
    Change vs previous 13F +55,017 shares

    0.02% of the 13F portfolio, value $75,913,325.

    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 374,163 shares
    Change vs previous 13F +263,082 shares

    0.02% of the 13F portfolio, value $63,285,873.

    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 111,081 shares
    Change vs previous 13F -91,857 shares

    0.01% of the 13F portfolio, value $15,563,583.

    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 202,938 shares
    Change vs previous 13F +61,864 shares

    0.01% of the 13F portfolio, value $29,243,400.

    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 141,074 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,136,411.

    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).