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Disclosery

LPL Financial LLC: IHDG position timeline

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

LPL Financial LLC held 3,182,488 IHDG 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 3,182,488 shares
    Change vs previous 13F -592,060 shares

    0.04% of the 13F portfolio, value $166,698,719.

    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 3,774,548 shares
    Change vs previous 13F -470,089 shares

    0.05% of the 13F portfolio, value $181,744,480.

    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 4,244,637 shares
    Change vs previous 13F -286,180 shares

    0.06% of the 13F portfolio, value $206,543,998.

    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 4,530,817 shares
    Change vs previous 13F -700,527 shares

    0.06% of the 13F portfolio, value $208,780,041.

    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 5,231,344 shares
    Change vs previous 13F -752,615 shares

    0.08% of the 13F portfolio, value $235,672,025.

    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 5,983,959 shares
    Change vs previous 13F +160,203 shares

    0.1% of the 13F portfolio, value $259,703,793.

    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 5,823,756 shares
    Change vs previous 13F +756,603 shares

    0.1% of the 13F portfolio, value $253,158,651.

    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 5,067,153 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $231,568,843.

    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).