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
- period ended2026-06-3013F 6,291,989 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,878,364 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,821,161 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,724,897 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,103,765 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,705,333 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,371,927 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,134,333 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).