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Disclosery

LPL Financial LLC: IAT position timeline

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

LPL Financial LLC held 239,501 IAT 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 239,501 shares
    Change vs previous 13F -4,823 shares

    <0.01% of the 13F portfolio, value $14,899,386.

    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 244,324 shares
    Change vs previous 13F +4,873 shares

    <0.01% of the 13F portfolio, value $13,154,392.

    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 239,451 shares
    Change vs previous 13F -1,850 shares

    <0.01% of the 13F portfolio, value $13,205,727.

    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 241,301 shares
    Change vs previous 13F +33,071 shares

    <0.01% of the 13F portfolio, value $12,675,543.

    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 208,230 shares
    Change vs previous 13F -5,310 shares

    <0.01% of the 13F portfolio, value $10,317,800.

    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 213,540 shares
    Change vs previous 13F +4,662 shares

    <0.01% of the 13F portfolio, value $9,957,354.

    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 208,878 shares
    Change vs previous 13F +14,928 shares

    <0.01% of the 13F portfolio, value $10,519,099.

    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 193,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,220,386.

    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).