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Disclosery

LPL Financial LLC: IEO position timeline

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

LPL Financial LLC held 89,473 IEO 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 89,473 shares
    Change vs previous 13F -38,715 shares

    <0.01% of the 13F portfolio, value $9,826,808.

    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 128,188 shares
    Change vs previous 13F +33,550 shares

    <0.01% of the 13F portfolio, value $16,010,680.

    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 94,638 shares
    Change vs previous 13F -6,226 shares

    <0.01% of the 13F portfolio, value $8,447,423.

    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 100,864 shares
    Change vs previous 13F -592 shares

    <0.01% of the 13F portfolio, value $9,339,961.

    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 101,456 shares
    Change vs previous 13F -12,063 shares

    <0.01% of the 13F portfolio, value $8,988,988.

    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 113,519 shares
    Change vs previous 13F +1,638 shares

    <0.01% of the 13F portfolio, value $10,736,657.

    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 111,881 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $10,027,934.

    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 112,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,273,313.

    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).