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Disclosery

LPL Financial LLC: IDU position timeline

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

LPL Financial LLC held 401,558 IDU 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 401,558 shares
    Change vs previous 13F +32,348 shares

    0.01% of the 13F portfolio, value $46,022,587.

    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 369,210 shares
    Change vs previous 13F -42,603 shares

    0.01% of the 13F portfolio, value $42,868,927.

    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 411,813 shares
    Change vs previous 13F +50,692 shares

    0.01% of the 13F portfolio, value $44,624,032.

    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 361,121 shares
    Change vs previous 13F +47,988 shares

    0.01% of the 13F portfolio, value $40,048,269.

    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 313,133 shares
    Change vs previous 13F +55,279 shares

    0.01% of the 13F portfolio, value $32,744,280.

    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 257,854 shares
    Change vs previous 13F +15,995 shares

    0.01% of the 13F portfolio, value $26,151,598.

    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 241,859 shares
    Change vs previous 13F -34,265 shares

    0.01% of the 13F portfolio, value $23,269,270.

    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 276,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,170,174.

    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).