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Disclosery

LPL Financial LLC: IDA position timeline

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

LPL Financial LLC held 48,547 IDA 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 48,547 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $7,345,125.

    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 48,530 shares
    Change vs previous 13F +1,730 shares

    <0.01% of the 13F portfolio, value $6,938,368.

    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 46,800 shares
    Change vs previous 13F +856 shares

    <0.01% of the 13F portfolio, value $5,922,971.

    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 45,944 shares
    Change vs previous 13F +9,467 shares

    <0.01% of the 13F portfolio, value $6,071,445.

    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 36,477 shares
    Change vs previous 13F +4,419 shares

    <0.01% of the 13F portfolio, value $4,211,260.

    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 32,058 shares
    Change vs previous 13F +3,237 shares

    <0.01% of the 13F portfolio, value $3,725,798.

    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 28,821 shares
    Change vs previous 13F +7,985 shares

    <0.01% of the 13F portfolio, value $3,149,535.

    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 20,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,148,019.

    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).