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Disclosery

LPL Financial LLC: IBHG position timeline

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

LPL Financial LLC held 1,250,152 IBHG 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 1,250,152 shares
    Change vs previous 13F +107,046 shares

    0.01% of the 13F portfolio, value $27,603,359.

    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 1,143,106 shares
    Change vs previous 13F +229,318 shares

    0.01% of the 13F portfolio, value $25,296,923.

    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 913,788 shares
    Change vs previous 13F +226,079 shares

    0.01% of the 13F portfolio, value $20,395,749.

    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 687,709 shares
    Change vs previous 13F +281,673 shares

    <0.01% of the 13F portfolio, value $15,466,576.

    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 406,036 shares
    Change vs previous 13F +125,498 shares

    <0.01% of the 13F portfolio, value $9,152,055.

    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 280,538 shares
    Change vs previous 13F +65,047 shares

    <0.01% of the 13F portfolio, value $6,263,018.

    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 215,491 shares
    Change vs previous 13F -96,098 shares

    <0.01% of the 13F portfolio, value $4,792,517.

    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 311,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,041,910.

    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).