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LPL Financial LLC: IEF position timeline

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

LPL Financial LLC held 6,108,454 IEF 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 6,108,454 shares
    Change vs previous 13F +150,393 shares

    0.13% of the 13F portfolio, value $577,676,463.

    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 5,958,061 shares
    Change vs previous 13F +787,841 shares

    0.15% of the 13F portfolio, value $568,637,257.

    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 5,170,220 shares
    Change vs previous 13F +516,634 shares

    0.14% of the 13F portfolio, value $497,168,261.

    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 4,653,586 shares
    Change vs previous 13F +156,434 shares

    0.13% of the 13F portfolio, value $448,884,862.

    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 4,497,152 shares
    Change vs previous 13F +120,561 shares

    0.14% of the 13F portfolio, value $430,692,175.

    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 4,376,591 shares
    Change vs previous 13F +673,678 shares

    0.16% of the 13F portfolio, value $417,395,478.

    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 3,702,913 shares
    Change vs previous 13F +171,084 shares

    0.14% of the 13F portfolio, value $342,334,332.

    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 3,531,829 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $346,543,083.

    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).