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Disclosery

LPL Financial LLC: IBDV position timeline

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

LPL Financial LLC held 1,494,454 IBDV 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 1,494,454 shares
    Change vs previous 13F +456,433 shares

    0.01% of the 13F portfolio, value $32,579,098.

    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 1,038,021 shares
    Change vs previous 13F +180,537 shares

    0.01% of the 13F portfolio, value $22,722,275.

    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 857,484 shares
    Change vs previous 13F +346,453 shares

    0.01% of the 13F portfolio, value $18,924,675.

    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 511,031 shares
    Change vs previous 13F +39,438 shares

    <0.01% of the 13F portfolio, value $11,319,346.

    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 471,593 shares
    Change vs previous 13F +42,824 shares

    <0.01% of the 13F portfolio, value $10,365,616.

    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 428,769 shares
    Change vs previous 13F +82,621 shares

    <0.01% of the 13F portfolio, value $9,312,855.

    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 346,148 shares
    Change vs previous 13F +84,106 shares

    <0.01% of the 13F portfolio, value $7,393,724.

    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 262,042 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,809,461.

    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).