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LPL Financial LLC: IJT position timeline

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

LPL Financial LLC held 1,056,380 IJT 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 1,056,380 shares
    Change vs previous 13F +25,135 shares

    0.04% of the 13F portfolio, value $188,669,423.

    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 1,031,245 shares
    Change vs previous 13F +74,139 shares

    0.04% of the 13F portfolio, value $149,231,480.

    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 957,106 shares
    Change vs previous 13F +4,940 shares

    0.04% of the 13F portfolio, value $135,105,055.

    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 952,166 shares
    Change vs previous 13F +69,473 shares

    0.04% of the 13F portfolio, value $134,731,536.

    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 882,693 shares
    Change vs previous 13F -6,650 shares

    0.04% of the 13F portfolio, value $117,433,453.

    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 889,343 shares
    Change vs previous 13F +46,427 shares

    0.04% of the 13F portfolio, value $110,723,291.

    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 842,916 shares
    Change vs previous 13F -20,836 shares

    0.05% of the 13F portfolio, value $114,105,593.

    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 863,752 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $120,484,754.

    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).