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Disclosery

LPL Financial LLC: IDV position timeline

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

LPL Financial LLC held 3,678,911 IDV 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 3,678,911 shares
    Change vs previous 13F +344,955 shares

    0.03% of the 13F portfolio, value $152,417,264.

    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 3,333,956 shares
    Change vs previous 13F +532,293 shares

    0.04% of the 13F portfolio, value $141,893,165.

    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 2,801,663 shares
    Change vs previous 13F +271,920 shares

    0.03% of the 13F portfolio, value $110,525,614.

    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 2,529,743 shares
    Change vs previous 13F +420,577 shares

    0.03% of the 13F portfolio, value $92,462,106.

    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 2,109,166 shares
    Change vs previous 13F +347,821 shares

    0.02% of the 13F portfolio, value $72,787,324.

    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 1,761,345 shares
    Change vs previous 13F +112,407 shares

    0.02% of the 13F portfolio, value $54,636,910.

    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 1,648,938 shares
    Change vs previous 13F +12,062 shares

    0.02% of the 13F portfolio, value $45,147,927.

    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 1,636,876 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,482,748.

    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).