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LPL Financial LLC: INCM position timeline

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

LPL Financial LLC held 6,291,989 INCM 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 6,291,989 shares
    Change vs previous 13F +1,413,625 shares

    0.04% of the 13F portfolio, value $181,555,321.

    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 4,878,364 shares
    Change vs previous 13F +1,057,203 shares

    0.04% of the 13F portfolio, value $140,252,947.

    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 3,821,161 shares
    Change vs previous 13F +1,096,264 shares

    0.03% of the 13F portfolio, value $107,145,346.

    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 2,724,897 shares
    Change vs previous 13F +621,132 shares

    0.02% of the 13F portfolio, value $75,588,646.

    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 2,103,765 shares
    Change vs previous 13F +398,432 shares

    0.02% of the 13F portfolio, value $56,906,843.

    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 1,705,333 shares
    Change vs previous 13F +333,406 shares

    0.02% of the 13F portfolio, value $45,413,003.

    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 1,371,927 shares
    Change vs previous 13F +237,594 shares

    0.01% of the 13F portfolio, value $35,807,286.

    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 1,134,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,831,181.

    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).