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Disclosery

LPL Financial LLC: IBM position timeline

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

LPL Financial LLC held 2,075,342 IBM 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 2,075,342 shares
    Change vs previous 13F +79,351 shares

    0.13% of the 13F portfolio, value $583,606,966.

    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 1,995,991 shares
    Change vs previous 13F -12,942 shares

    0.13% of the 13F portfolio, value $483,808,085.

    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 2,008,933 shares
    Change vs previous 13F +148,687 shares

    0.16% of the 13F portfolio, value $595,065,941.

    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 1,860,246 shares
    Change vs previous 13F +194,109 shares

    0.15% of the 13F portfolio, value $524,886,871.

    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 1,666,137 shares
    Change vs previous 13F +257,997 shares

    0.16% of the 13F portfolio, value $491,143,833.

    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 1,408,140 shares
    Change vs previous 13F +92,851 shares

    0.14% of the 13F portfolio, value $350,148,037.

    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 1,315,289 shares
    Change vs previous 13F +76,889 shares

    0.12% of the 13F portfolio, value $289,139,921.

    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 1,238,400 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $273,785,563.

    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).