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Disclosery

LPL Financial LLC: IBHF position timeline

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

LPL Financial LLC held 2,228,248 IBHF 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 2,228,248 shares
    Change vs previous 13F +182,841 shares

    0.01% of the 13F portfolio, value $50,469,818.

    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 2,045,407 shares
    Change vs previous 13F +168,193 shares

    0.01% of the 13F portfolio, value $46,942,096.

    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 1,877,214 shares
    Change vs previous 13F +424,903 shares

    0.01% of the 13F portfolio, value $43,326,103.

    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 1,452,311 shares
    Change vs previous 13F +718,365 shares

    0.01% of the 13F portfolio, value $33,969,551.

    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 733,946 shares
    Change vs previous 13F +191,647 shares

    0.01% of the 13F portfolio, value $17,049,555.

    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 542,299 shares
    Change vs previous 13F +130,384 shares

    <0.01% of the 13F portfolio, value $12,592,194.

    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 411,915 shares
    Change vs previous 13F -52,850 shares

    <0.01% of the 13F portfolio, value $9,535,829.

    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 464,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,880,140.

    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).