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Disclosery

LPL Financial LLC: IBTJ position timeline

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

LPL Financial LLC held 640,840 IBTJ 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 640,840 shares
    Change vs previous 13F +24,181 shares

    <0.01% of the 13F portfolio, value $13,874,185.

    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 616,659 shares
    Change vs previous 13F +86,442 shares

    <0.01% of the 13F portfolio, value $13,469,673.

    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 530,217 shares
    Change vs previous 13F +184,299 shares

    <0.01% of the 13F portfolio, value $11,635,603.

    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 345,918 shares
    Change vs previous 13F +8,638 shares

    <0.01% of the 13F portfolio, value $7,594,620.

    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 337,280 shares
    Change vs previous 13F +39,524 shares

    <0.01% of the 13F portfolio, value $7,393,179.

    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 297,756 shares
    Change vs previous 13F +173,854 shares

    <0.01% of the 13F portfolio, value $6,482,143.

    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 123,902 shares
    Change vs previous 13F +16,598 shares

    <0.01% of the 13F portfolio, value $2,642,364.

    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 107,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,371,957.

    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).