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Disclosery

LPL Financial LLC: INVZ position timeline

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

LPL Financial LLC held 16,085 INVZ 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 16,085 shares
    Change vs previous 13F -1,981 shares

    <0.01% of the 13F portfolio, value $12,244.

    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 18,066 shares
    Change vs previous 13F -5,226 shares

    <0.01% of the 13F portfolio, value $11,427.

    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 23,292 shares
    Change vs previous 13F +5,740 shares

    <0.01% of the 13F portfolio, value $19,870.

    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 17,552 shares
    Change vs previous 13F +4,796 shares

    <0.01% of the 13F portfolio, value $35,806.

    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 12,756 shares
    Change vs previous 13F -12,632 shares

    <0.01% of the 13F portfolio, value $20,920.

    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 25,388 shares
    Change vs previous 13F +5,249 shares

    <0.01% of the 13F portfolio, value $16,550.

    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 20,139 shares
    Change vs previous 13F -1,310 shares

    <0.01% of the 13F portfolio, value $33,834.

    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 21,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,758.

    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).