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Disclosery

LPL Financial LLC: IEV position timeline

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

LPL Financial LLC held 200,589 IEV 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 200,589 shares
    Change vs previous 13F +3,556 shares

    <0.01% of the 13F portfolio, value $14,612,901.

    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 197,033 shares
    Change vs previous 13F -45,554 shares

    <0.01% of the 13F portfolio, value $13,386,436.

    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 242,587 shares
    Change vs previous 13F +77,339 shares

    <0.01% of the 13F portfolio, value $16,641,473.

    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 165,248 shares
    Change vs previous 13F -142,678 shares

    <0.01% of the 13F portfolio, value $10,820,454.

    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 307,926 shares
    Change vs previous 13F -98,109 shares

    0.01% of the 13F portfolio, value $19,476,323.

    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 406,035 shares
    Change vs previous 13F +289,228 shares

    0.01% of the 13F portfolio, value $23,631,212.

    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 116,807 shares
    Change vs previous 13F -17,612 shares

    <0.01% of the 13F portfolio, value $6,080,952.

    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 134,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,832,593.

    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).