Skip to content
Disclosery

LPL Financial LLC: IBTI position timeline

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

LPL Financial LLC held 1,110,186 IBTI 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 1,110,186 shares
    Change vs previous 13F +69,195 shares

    0.01% of the 13F portfolio, value $24,579,526.

    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 1,040,991 shares
    Change vs previous 13F +188,327 shares

    0.01% of the 13F portfolio, value $23,196,405.

    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 852,664 shares
    Change vs previous 13F +244,571 shares

    0.01% of the 13F portfolio, value $19,069,821.

    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 608,093 shares
    Change vs previous 13F +63,738 shares

    <0.01% of the 13F portfolio, value $13,612,158.

    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 544,355 shares
    Change vs previous 13F +39,125 shares

    <0.01% of the 13F portfolio, value $12,171,771.

    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 505,230 shares
    Change vs previous 13F +143,434 shares

    <0.01% of the 13F portfolio, value $11,241,356.

    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 361,796 shares
    Change vs previous 13F +66,229 shares

    <0.01% of the 13F portfolio, value $7,924,624.

    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 295,567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,651,785.

    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).