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Disclosery

LPL Financial LLC: IDE position timeline

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

LPL Financial LLC held 113,561 IDE 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 113,561 shares
    Change vs previous 13F +5,258 shares

    <0.01% of the 13F portfolio, value $1,571,686.

    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 108,303 shares
    Change vs previous 13F +18,381 shares

    <0.01% of the 13F portfolio, value $1,351,616.

    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 89,922 shares
    Change vs previous 13F +3,275 shares

    <0.01% of the 13F portfolio, value $1,106,040.

    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 86,647 shares
    Change vs previous 13F -3,101 shares

    <0.01% of the 13F portfolio, value $1,051,032.

    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 89,748 shares
    Change vs previous 13F +5,099 shares

    <0.01% of the 13F portfolio, value $1,049,150.

    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 84,649 shares
    Change vs previous 13F -3,509 shares

    <0.01% of the 13F portfolio, value $895,586.

    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 88,158 shares
    Change vs previous 13F -4,097 shares

    <0.01% of the 13F portfolio, value $894,807.

    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 92,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,048,013.

    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).