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Disclosery

LPL Financial LLC: IBHH position timeline

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

LPL Financial LLC held 1,134,511 IBHH 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 1,134,511 shares
    Change vs previous 13F +35,281 shares

    0.01% of the 13F portfolio, value $26,661,012.

    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 1,099,230 shares
    Change vs previous 13F +180,650 shares

    0.01% of the 13F portfolio, value $25,798,926.

    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 918,580 shares
    Change vs previous 13F +247,960 shares

    0.01% of the 13F portfolio, value $21,747,369.

    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 670,620 shares
    Change vs previous 13F +442,051 shares

    <0.01% of the 13F portfolio, value $16,001,000.

    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 228,569 shares
    Change vs previous 13F +38,375 shares

    <0.01% of the 13F portfolio, value $5,423,949.

    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 190,194 shares
    Change vs previous 13F +15,982 shares

    <0.01% of the 13F portfolio, value $4,442,943.

    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 174,212 shares
    Change vs previous 13F +81,181 shares

    <0.01% of the 13F portfolio, value $4,071,101.

    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 93,031 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,214,135.

    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).