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Disclosery

LPL Financial LLC: IE position timeline

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

LPL Financial LLC held 77,986 IE 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 77,986 shares
    Change vs previous 13F -1,281 shares

    <0.01% of the 13F portfolio, value $749,445.

    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 79,267 shares
    Change vs previous 13F -85,988 shares

    <0.01% of the 13F portfolio, value $936,936.

    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 165,255 shares
    Change vs previous 13F +16,882 shares

    <0.01% of the 13F portfolio, value $2,640,775.

    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 148,373 shares
    Change vs previous 13F +107,840 shares

    <0.01% of the 13F portfolio, value $1,862,081.

    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 40,533 shares
    Change vs previous 13F -21,700 shares

    <0.01% of the 13F portfolio, value $367,634.

    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 62,233 shares
    Change vs previous 13F -32,500 shares

    <0.01% of the 13F portfolio, value $361,574.

    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 94,733 shares
    Change vs previous 13F -8,567 shares

    <0.01% of the 13F portfolio, value $715,234.

    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 103,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $873,918.

    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).