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Disclosery

LPL Financial LLC: IBTM position timeline

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

LPL Financial LLC held 169,364 IBTM 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 169,364 shares
    Change vs previous 13F -13,396 shares

    <0.01% of the 13F portfolio, value $3,843,725.

    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 182,760 shares
    Change vs previous 13F +13,803 shares

    <0.01% of the 13F portfolio, value $4,190,757.

    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 168,957 shares
    Change vs previous 13F +17,738 shares

    <0.01% of the 13F portfolio, value $3,898,693.

    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 151,219 shares
    Change vs previous 13F +52,063 shares

    <0.01% of the 13F portfolio, value $3,497,697.

    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 99,156 shares
    Change vs previous 13F -18,253 shares

    <0.01% of the 13F portfolio, value $2,283,562.

    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 117,409 shares
    Change vs previous 13F +20,540 shares

    <0.01% of the 13F portfolio, value $2,687,499.

    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 96,869 shares
    Change vs previous 13F +14,074 shares

    <0.01% of the 13F portfolio, value $2,150,491.

    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 82,795 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,944,024.

    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).