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Disclosery

LPL Financial LLC: IBKR position timeline

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

LPL Financial LLC held 858,091 IBKR 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 858,091 shares
    Change vs previous 13F +10,864 shares

    0.02% of the 13F portfolio, value $74,688,257.

    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 847,227 shares
    Change vs previous 13F +68,484 shares

    0.02% of the 13F portfolio, value $56,823,489.

    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 778,743 shares
    Change vs previous 13F +55,191 shares

    0.01% of the 13F portfolio, value $50,080,990.

    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 723,552 shares
    Change vs previous 13F +33,938 shares

    0.01% of the 13F portfolio, value $49,787,627.

    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 689,614 shares
    Change vs previous 13F +520,194 shares

    0.01% of the 13F portfolio, value $38,211,529.

    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 169,420 shares
    Change vs previous 13F +18,148 shares

    0.01% of the 13F portfolio, value $28,054,321.

    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 151,272 shares
    Change vs previous 13F +12,435 shares

    0.01% of the 13F portfolio, value $26,725,234.

    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 138,837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,348,286.

    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).