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Disclosery

LPL Financial LLC: ICVT position timeline

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

LPL Financial LLC held 821,702 ICVT 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 821,702 shares
    Change vs previous 13F -103,926 shares

    0.02% of the 13F portfolio, value $100,034,019.

    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 925,628 shares
    Change vs previous 13F -109,455 shares

    0.03% of the 13F portfolio, value $94,219,672.

    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 1,035,083 shares
    Change vs previous 13F +174,077 shares

    0.03% of the 13F portfolio, value $101,955,693.

    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 861,006 shares
    Change vs previous 13F +142,756 shares

    0.03% of the 13F portfolio, value $86,143,601.

    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 718,250 shares
    Change vs previous 13F -229,797 shares

    0.02% of the 13F portfolio, value $64,714,317.

    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 948,047 shares
    Change vs previous 13F +2,707 shares

    0.03% of the 13F portfolio, value $79,266,219.

    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 945,340 shares
    Change vs previous 13F +412,335 shares

    0.03% of the 13F portfolio, value $80,325,565.

    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 533,005 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,596,493.

    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).