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Disclosery

LPL Financial LLC: IEX position timeline

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

LPL Financial LLC held 15,415 IEX 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 15,415 shares
    Change vs previous 13F -543 shares

    <0.01% of the 13F portfolio, value $3,498,460.

    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 15,958 shares
    Change vs previous 13F +2,338 shares

    <0.01% of the 13F portfolio, value $3,024,766.

    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 13,620 shares
    Change vs previous 13F -5,661 shares

    <0.01% of the 13F portfolio, value $2,423,567.

    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 19,281 shares
    Change vs previous 13F +1,332 shares

    <0.01% of the 13F portfolio, value $3,138,244.

    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 17,949 shares
    Change vs previous 13F -2,119 shares

    <0.01% of the 13F portfolio, value $3,151,321.

    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 20,068 shares
    Change vs previous 13F +366 shares

    <0.01% of the 13F portfolio, value $3,631,655.

    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 19,702 shares
    Change vs previous 13F +2,363 shares

    <0.01% of the 13F portfolio, value $4,123,348.

    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 17,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,719,141.

    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).