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Disclosery

LPL Financial LLC: IBTL position timeline

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

LPL Financial LLC held 92,600 IBTL 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 92,600 shares
    Change vs previous 13F -3,875 shares

    <0.01% of the 13F portfolio, value $1,869,587.

    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 96,475 shares
    Change vs previous 13F +30,320 shares

    <0.01% of the 13F portfolio, value $1,967,978.

    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 66,155 shares
    Change vs previous 13F -18,644 shares

    <0.01% of the 13F portfolio, value $1,357,825.

    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 84,799 shares
    Change vs previous 13F +3,834 shares

    <0.01% of the 13F portfolio, value $1,744,324.

    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 80,965 shares
    Change vs previous 13F -48,954 shares

    <0.01% of the 13F portfolio, value $1,659,779.

    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 129,919 shares
    Change vs previous 13F -20,716 shares

    <0.01% of the 13F portfolio, value $2,641,248.

    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 150,635 shares
    Change vs previous 13F +3,101 shares

    <0.01% of the 13F portfolio, value $2,982,571.

    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 147,534 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,071,651.

    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).