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Disclosery

LPL Financial LLC: IBTG position timeline

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

LPL Financial LLC held 2,504,018 IBTG 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 2,504,018 shares
    Change vs previous 13F +109,145 shares

    0.01% of the 13F portfolio, value $57,316,980.

    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 2,394,873 shares
    Change vs previous 13F +145,020 shares

    0.01% of the 13F portfolio, value $54,878,521.

    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 2,249,853 shares
    Change vs previous 13F +750,932 shares

    0.01% of the 13F portfolio, value $51,465,386.

    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 1,498,921 shares
    Change vs previous 13F +293,029 shares

    0.01% of the 13F portfolio, value $34,400,239.

    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 1,205,892 shares
    Change vs previous 13F +121,503 shares

    0.01% of the 13F portfolio, value $27,651,109.

    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 1,084,389 shares
    Change vs previous 13F +178,418 shares

    0.01% of the 13F portfolio, value $24,875,894.

    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 905,971 shares
    Change vs previous 13F +215,954 shares

    0.01% of the 13F portfolio, value $20,665,206.

    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 690,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,915,246.

    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).