Skip to content
Disclosery

LPL Financial LLC: IBB position timeline

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

LPL Financial LLC held 789,395 IBB 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 789,395 shares
    Change vs previous 13F +64,406 shares

    0.03% of the 13F portfolio, value $150,135,091.

    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 724,989 shares
    Change vs previous 13F -267,810 shares

    0.03% of the 13F portfolio, value $122,414,422.

    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 992,799 shares
    Change vs previous 13F +589,033 shares

    0.05% of the 13F portfolio, value $167,554,602.

    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 403,766 shares
    Change vs previous 13F +27,033 shares

    0.02% of the 13F portfolio, value $58,291,656.

    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 376,733 shares
    Change vs previous 13F -27,130 shares

    0.02% of the 13F portfolio, value $47,660,550.

    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 403,863 shares
    Change vs previous 13F -15,734 shares

    0.02% of the 13F portfolio, value $51,654,109.

    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 419,597 shares
    Change vs previous 13F -192,858 shares

    0.02% of the 13F portfolio, value $55,474,853.

    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 612,455 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,173,425.

    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).