Skip to content
Disclosery

LPL Financial LLC: IBDY position timeline

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

LPL Financial LLC held 388,876 IBDY 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 388,876 shares
    Change vs previous 13F +26,085 shares

    <0.01% of the 13F portfolio, value $10,011,607.

    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 362,791 shares
    Change vs previous 13F +258,924 shares

    <0.01% of the 13F portfolio, value $9,378,152.

    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 103,867 shares
    Change vs previous 13F +13,122 shares

    <0.01% of the 13F portfolio, value $2,715,071.

    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 90,745 shares
    Change vs previous 13F +19,772 shares

    <0.01% of the 13F portfolio, value $2,380,251.

    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 70,973 shares
    Change vs previous 13F +4,520 shares

    <0.01% of the 13F portfolio, value $1,838,543.

    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 66,453 shares
    Change vs previous 13F +23,440 shares

    <0.01% of the 13F portfolio, value $1,698,528.

    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 43,013 shares
    Change vs previous 13F +9,083 shares

    <0.01% of the 13F portfolio, value $1,079,625.

    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 33,930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $895,740.

    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).