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Disclosery

LPL Financial LLC: IBDX position timeline

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

LPL Financial LLC held 563,924 IBDX 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 563,924 shares
    Change vs previous 13F +53,999 shares

    <0.01% of the 13F portfolio, value $14,205,243.

    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 509,925 shares
    Change vs previous 13F +141,857 shares

    <0.01% of the 13F portfolio, value $12,885,808.

    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 368,068 shares
    Change vs previous 13F +41,143 shares

    <0.01% of the 13F portfolio, value $9,396,774.

    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 326,925 shares
    Change vs previous 13F +64,790 shares

    <0.01% of the 13F portfolio, value $8,375,813.

    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 262,135 shares
    Change vs previous 13F +24,264 shares

    <0.01% of the 13F portfolio, value $6,628,075.

    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 237,871 shares
    Change vs previous 13F +28,875 shares

    <0.01% of the 13F portfolio, value $5,944,407.

    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 208,996 shares
    Change vs previous 13F -84,606 shares

    <0.01% of the 13F portfolio, value $5,137,115.

    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 293,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,548,504.

    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).