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Disclosery

LPL Financial LLC: IBTO position timeline

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

LPL Financial LLC held 50,883 IBTO 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 50,883 shares
    Change vs previous 13F +4,885 shares

    <0.01% of the 13F portfolio, value $1,227,898.

    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 45,998 shares
    Change vs previous 13F +1,749 shares

    <0.01% of the 13F portfolio, value $1,121,885.

    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 44,249 shares
    Change vs previous 13F +8,826 shares

    <0.01% of the 13F portfolio, value $1,086,537.

    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 35,423 shares
    Change vs previous 13F +9,370 shares

    <0.01% of the 13F portfolio, value $873,189.

    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 26,053 shares
    Change vs previous 13F +3,014 shares

    <0.01% of the 13F portfolio, value $638,560.

    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 23,039 shares
    Change vs previous 13F +5,154 shares

    <0.01% of the 13F portfolio, value $562,146.

    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 17,885 shares
    Change vs previous 13F +5,168 shares

    <0.01% of the 13F portfolio, value $422,615.

    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 12,717 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,311.

    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).