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Disclosery

LPL Financial LLC: IBID position timeline

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

LPL Financial LLC held 248,800 IBID 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 248,800 shares
    Change vs previous 13F +88,910 shares

    <0.01% of the 13F portfolio, value $6,528,514.

    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 159,890 shares
    Change vs previous 13F +120,668 shares

    <0.01% of the 13F portfolio, value $4,175,527.

    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 39,222 shares
    Change vs previous 13F +23,414 shares

    <0.01% of the 13F portfolio, value $1,011,837.

    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 15,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $415,197.

    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).