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Disclosery

LPL Financial LLC: IBHJ position timeline

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

LPL Financial LLC held 131,069 IBHJ 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 131,069 shares
    Change vs previous 13F +35,097 shares

    <0.01% of the 13F portfolio, value $3,468,737.

    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 95,972 shares
    Change vs previous 13F +60,034 shares

    <0.01% of the 13F portfolio, value $2,516,373.

    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 35,938 shares
    Change vs previous 13F +14,630 shares

    <0.01% of the 13F portfolio, value $956,289.

    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 21,308 shares
    Change vs previous 13F +5,003 shares

    <0.01% of the 13F portfolio, value $571,054.

    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 16,305 shares
    Change vs previous 13F +2,959 shares

    <0.01% of the 13F portfolio, value $434,365.

    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 13,346 shares
    Change vs previous 13F +1,974 shares

    <0.01% of the 13F portfolio, value $348,205.

    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 11,372 shares
    Change vs previous 13F +1,269 shares

    <0.01% of the 13F portfolio, value $296,070.

    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 10,103 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,452.

    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).