Skip to content
Disclosery

LPL Financial LLC: IIM position timeline

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

LPL Financial LLC held 219,421 IIM 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 219,421 shares
    Change vs previous 13F +33,067 shares

    <0.01% of the 13F portfolio, value $2,793,229.

    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 186,354 shares
    Change vs previous 13F -55,613 shares

    <0.01% of the 13F portfolio, value $2,266,068.

    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 241,967 shares
    Change vs previous 13F -52,696 shares

    <0.01% of the 13F portfolio, value $2,981,035.

    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 294,663 shares
    Change vs previous 13F +122,180 shares

    <0.01% of the 13F portfolio, value $3,698,023.

    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 172,483 shares
    Change vs previous 13F -92,606 shares

    <0.01% of the 13F portfolio, value $2,007,697.

    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 265,089 shares
    Change vs previous 13F +17,786 shares

    <0.01% of the 13F portfolio, value $3,173,109.

    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 247,303 shares
    Change vs previous 13F +107,583 shares

    <0.01% of the 13F portfolio, value $2,940,432.

    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 139,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,799,596.

    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).