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Disclosery

LPL Financial LLC: IBDS position timeline

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

LPL Financial LLC held 3,652,706 IBDS 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 3,652,706 shares
    Change vs previous 13F +215,097 shares

    0.02% of the 13F portfolio, value $88,468,534.

    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 3,437,609 shares
    Change vs previous 13F +189,329 shares

    0.02% of the 13F portfolio, value $83,327,626.

    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 3,248,280 shares
    Change vs previous 13F +383,068 shares

    0.02% of the 13F portfolio, value $78,868,230.

    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 2,865,212 shares
    Change vs previous 13F +756,771 shares

    0.02% of the 13F portfolio, value $69,739,262.

    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 2,108,441 shares
    Change vs previous 13F -1,975 shares

    0.02% of the 13F portfolio, value $51,171,870.

    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 2,110,416 shares
    Change vs previous 13F +231,266 shares

    0.02% of the 13F portfolio, value $51,029,851.

    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 1,879,150 shares
    Change vs previous 13F +310,339 shares

    0.02% of the 13F portfolio, value $45,024,436.

    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 1,568,811 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $38,231,929.

    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).