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LPL Financial LLC: IMFL position timeline

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

LPL Financial LLC held 883,470 IMFL 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 883,470 shares
    Change vs previous 13F +349,782 shares

    0.01% of the 13F portfolio, value $30,338,364.

    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 533,688 shares
    Change vs previous 13F +151,362 shares

    <0.01% of the 13F portfolio, value $16,885,899.

    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 382,326 shares
    Change vs previous 13F +51,015 shares

    <0.01% of the 13F portfolio, value $11,389,481.

    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 331,311 shares
    Change vs previous 13F +20,032 shares

    <0.01% of the 13F portfolio, value $9,170,698.

    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 311,279 shares
    Change vs previous 13F -596 shares

    <0.01% of the 13F portfolio, value $8,616,192.

    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 311,875 shares
    Change vs previous 13F +64,961 shares

    <0.01% of the 13F portfolio, value $7,675,242.

    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 246,914 shares
    Change vs previous 13F -35,152 shares

    <0.01% of the 13F portfolio, value $5,797,542.

    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 282,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,192,683.

    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).