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Disclosery

LPL Financial LLC: IBIT position timeline

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

LPL Financial LLC held 3,239,236 IBIT 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 3,239,236 shares
    Change vs previous 13F +11,841 shares

    0.02% of the 13F portfolio, value $107,834,169.

    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 3,227,395 shares
    Change vs previous 13F +248,070 shares

    0.03% of the 13F portfolio, value $123,996,497.

    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 2,979,325 shares
    Change vs previous 13F +500,120 shares

    0.04% of the 13F portfolio, value $147,923,492.

    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 2,479,205 shares
    Change vs previous 13F +678,853 shares

    0.05% of the 13F portfolio, value $161,148,311.

    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 1,800,352 shares
    Change vs previous 13F +518,373 shares

    0.04% of the 13F portfolio, value $110,199,532.

    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 1,281,979 shares
    Change vs previous 13F +529,396 shares

    0.02% of the 13F portfolio, value $60,009,437.

    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 752,583 shares
    Change vs previous 13F +624,036 shares

    0.02% of the 13F portfolio, value $39,924,528.

    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 128,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,644,403.

    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).