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Disclosery

LPL Financial LLC: IBDW position timeline

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

LPL Financial LLC held 724,949 IBDW 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 724,949 shares
    Change vs previous 13F +75,169 shares

    <0.01% of the 13F portfolio, value $15,107,933.

    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 649,780 shares
    Change vs previous 13F +50,747 shares

    <0.01% of the 13F portfolio, value $13,599,894.

    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 599,033 shares
    Change vs previous 13F +89,278 shares

    <0.01% of the 13F portfolio, value $12,669,554.

    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 509,755 shares
    Change vs previous 13F +75,267 shares

    <0.01% of the 13F portfolio, value $10,816,996.

    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 434,488 shares
    Change vs previous 13F +58,237 shares

    <0.01% of the 13F portfolio, value $9,141,625.

    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 376,251 shares
    Change vs previous 13F +94,706 shares

    <0.01% of the 13F portfolio, value $7,807,201.

    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 281,545 shares
    Change vs previous 13F +97,776 shares

    <0.01% of the 13F portfolio, value $5,729,432.

    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 183,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,899,569.

    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).