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Disclosery

LPL Financial LLC: INVX position timeline

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

LPL Financial LLC held 39,739 INVX 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 39,739 shares
    Change vs previous 13F -9,188 shares

    <0.01% of the 13F portfolio, value $985,527.

    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 48,927 shares
    Change vs previous 13F +1,474 shares

    <0.01% of the 13F portfolio, value $1,193,330.

    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 47,453 shares
    Change vs previous 13F +8,727 shares

    <0.01% of the 13F portfolio, value $1,037,797.

    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 38,726 shares
    Change vs previous 13F +5,492 shares

    <0.01% of the 13F portfolio, value $717,980.

    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 33,234 shares
    Change vs previous 13F +305 shares

    <0.01% of the 13F portfolio, value $519,115.

    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 32,929 shares
    Change vs previous 13F +12,293 shares

    <0.01% of the 13F portfolio, value $591,405.

    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 20,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,285.

    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).