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Disclosery

LPL Financial LLC: IBDT position timeline

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

LPL Financial LLC held 2,896,388 IBDT 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 2,896,388 shares
    Change vs previous 13F +382,899 shares

    0.02% of the 13F portfolio, value $73,133,785.

    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 2,513,489 shares
    Change vs previous 13F +248,583 shares

    0.02% of the 13F portfolio, value $63,666,671.

    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 2,264,906 shares
    Change vs previous 13F +377,678 shares

    0.02% of the 13F portfolio, value $57,653,184.

    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 1,887,228 shares
    Change vs previous 13F +125,906 shares

    0.01% of the 13F portfolio, value $48,162,049.

    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 1,761,322 shares
    Change vs previous 13F -61,125 shares

    0.01% of the 13F portfolio, value $44,772,801.

    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 1,822,447 shares
    Change vs previous 13F +200,796 shares

    0.02% of the 13F portfolio, value $46,035,004.

    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 1,621,651 shares
    Change vs previous 13F +177,104 shares

    0.02% of the 13F portfolio, value $40,379,107.

    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 1,444,547 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,879,295.

    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).