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Disclosery

LPL Financial LLC: IBD position timeline

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

LPL Financial LLC held 823,286 IBD 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 823,286 shares
    Change vs previous 13F +207,800 shares

    <0.01% of the 13F portfolio, value $19,569,507.

    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 615,486 shares
    Change vs previous 13F +195,292 shares

    <0.01% of the 13F portfolio, value $14,683,640.

    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 420,194 shares
    Change vs previous 13F +69,114 shares

    <0.01% of the 13F portfolio, value $10,168,698.

    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 351,080 shares
    Change vs previous 13F +4,903 shares

    <0.01% of the 13F portfolio, value $8,478,579.

    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 346,177 shares
    Change vs previous 13F +37,889 shares

    <0.01% of the 13F portfolio, value $8,311,714.

    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 308,288 shares
    Change vs previous 13F +58,370 shares

    <0.01% of the 13F portfolio, value $7,321,840.

    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 249,918 shares
    Change vs previous 13F +24,618 shares

    <0.01% of the 13F portfolio, value $5,858,077.

    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 225,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,425,225.

    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).