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Disclosery

LPL Financial LLC: IDVO position timeline

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

LPL Financial LLC held 997,619 IDVO 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 997,619 shares
    Change vs previous 13F +215,778 shares

    0.01% of the 13F portfolio, value $41,900,001.

    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 781,841 shares
    Change vs previous 13F +324,735 shares

    0.01% of the 13F portfolio, value $31,641,121.

    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 457,106 shares
    Change vs previous 13F +105,127 shares

    <0.01% of the 13F portfolio, value $17,530,030.

    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 351,979 shares
    Change vs previous 13F +127,388 shares

    <0.01% of the 13F portfolio, value $13,125,297.

    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 224,591 shares
    Change vs previous 13F +53,021 shares

    <0.01% of the 13F portfolio, value $7,716,930.

    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 171,570 shares
    Change vs previous 13F +51,687 shares

    <0.01% of the 13F portfolio, value $5,395,877.

    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 119,883 shares
    Change vs previous 13F +36,017 shares

    <0.01% of the 13F portfolio, value $3,577,298.

    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 83,866 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,581,407.

    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).