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Disclosery

LPL Financial LLC: IBDU position timeline

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

LPL Financial LLC held 2,506,686 IBDU 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 2,506,686 shares
    Change vs previous 13F +123,527 shares

    0.01% of the 13F portfolio, value $58,054,854.

    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 2,383,159 shares
    Change vs previous 13F +249,463 shares

    0.01% of the 13F portfolio, value $55,432,283.

    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 2,133,696 shares
    Change vs previous 13F +305,410 shares

    0.01% of the 13F portfolio, value $49,939,147.

    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 1,828,286 shares
    Change vs previous 13F +235,395 shares

    0.01% of the 13F portfolio, value $42,909,875.

    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 1,592,891 shares
    Change vs previous 13F +190,951 shares

    0.01% of the 13F portfolio, value $37,162,140.

    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 1,401,940 shares
    Change vs previous 13F +283,577 shares

    0.01% of the 13F portfolio, value $32,426,875.

    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 1,118,363 shares
    Change vs previous 13F +82,308 shares

    0.01% of the 13F portfolio, value $25,498,687.

    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 1,036,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,357,658.

    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).