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Disclosery

LPL Financial LLC: IBTP position timeline

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

LPL Financial LLC held 38,362 IBTP 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 38,362 shares
    Change vs previous 13F +3,892 shares

    <0.01% of the 13F portfolio, value $973,828.

    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 34,470 shares
    Change vs previous 13F -1,621 shares

    <0.01% of the 13F portfolio, value $883,470.

    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 36,091 shares
    Change vs previous 13F -460,517 shares

    <0.01% of the 13F portfolio, value $931,503.

    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 496,608 shares
    Change vs previous 13F +78,050 shares

    <0.01% of the 13F portfolio, value $12,867,114.

    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 418,558 shares
    Change vs previous 13F +150,543 shares

    <0.01% of the 13F portfolio, value $10,759,376.

    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 268,015 shares
    Change vs previous 13F +152,246 shares

    <0.01% of the 13F portfolio, value $6,879,954.

    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 115,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,873,387.

    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).