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Disclosery

LPL Financial LLC: IDLV position timeline

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

LPL Financial LLC held 117,904 IDLV 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 117,904 shares
    Change vs previous 13F -156,563 shares

    <0.01% of the 13F portfolio, value $4,066,925.

    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 274,467 shares
    Change vs previous 13F +28,272 shares

    <0.01% of the 13F portfolio, value $9,456,414.

    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 246,195 shares
    Change vs previous 13F -3,666 shares

    <0.01% of the 13F portfolio, value $8,346,022.

    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 249,861 shares
    Change vs previous 13F -286,749 shares

    <0.01% of the 13F portfolio, value $8,370,330.

    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 536,610 shares
    Change vs previous 13F +286,428 shares

    0.01% of the 13F portfolio, value $17,775,203.

    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 250,182 shares
    Change vs previous 13F +54,111 shares

    <0.01% of the 13F portfolio, value $7,586,640.

    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 196,071 shares
    Change vs previous 13F +4,091 shares

    <0.01% of the 13F portfolio, value $5,455,687.

    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 191,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,840,027.

    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).