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Disclosery

LPL Financial LLC: IBTH position timeline

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

LPL Financial LLC held 1,921,980 IBTH 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 1,921,980 shares
    Change vs previous 13F +110,834 shares

    0.01% of the 13F portfolio, value $42,994,686.

    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 1,811,146 shares
    Change vs previous 13F +64,069 shares

    0.01% of the 13F portfolio, value $40,624,001.

    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 1,747,077 shares
    Change vs previous 13F +503,695 shares

    0.01% of the 13F portfolio, value $39,256,810.

    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 1,243,382 shares
    Change vs previous 13F +46,899 shares

    0.01% of the 13F portfolio, value $28,000,954.

    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 1,196,483 shares
    Change vs previous 13F +427,586 shares

    0.01% of the 13F portfolio, value $26,908,894.

    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 768,897 shares
    Change vs previous 13F +193,092 shares

    0.01% of the 13F portfolio, value $17,238,661.

    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 575,805 shares
    Change vs previous 13F +163,732 shares

    0.01% of the 13F portfolio, value $12,780,969.

    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 412,073 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,327,274.

    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).