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Disclosery

LPL Financial LLC: IBMO position timeline

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

LPL Financial LLC held 386,854 IBMO 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 386,854 shares
    Change vs previous 13F -17,463 shares

    <0.01% of the 13F portfolio, value $9,918,977.

    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 404,317 shares
    Change vs previous 13F -5,947 shares

    <0.01% of the 13F portfolio, value $10,362,646.

    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 410,264 shares
    Change vs previous 13F +14,843 shares

    <0.01% of the 13F portfolio, value $10,517,940.

    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 395,421 shares
    Change vs previous 13F +6,764 shares

    <0.01% of the 13F portfolio, value $10,146,515.

    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 388,657 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $9,958,566.

    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 387,913 shares
    Change vs previous 13F +49,803 shares

    <0.01% of the 13F portfolio, value $9,915,046.

    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 338,110 shares
    Change vs previous 13F +41,619 shares

    <0.01% of the 13F portfolio, value $8,608,268.

    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 296,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,606,482.

    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).