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Disclosery

LPL Financial LLC: IOCT position timeline

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

LPL Financial LLC held 40,868 IOCT 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 40,868 shares
    Change vs previous 13F +3,096 shares

    <0.01% of the 13F portfolio, value $1,511,707.

    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 37,772 shares
    Change vs previous 13F +3,103 shares

    <0.01% of the 13F portfolio, value $1,323,909.

    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 34,669 shares
    Change vs previous 13F +12,849 shares

    <0.01% of the 13F portfolio, value $1,208,561.

    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 21,820 shares
    Change vs previous 13F +3,230 shares

    <0.01% of the 13F portfolio, value $745,589.

    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 18,590 shares
    Change vs previous 13F +2,388 shares

    <0.01% of the 13F portfolio, value $611,120.

    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 16,202 shares
    Change vs previous 13F -1,735 shares

    <0.01% of the 13F portfolio, value $496,591.

    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 17,937 shares
    Change vs previous 13F -11,090 shares

    <0.01% of the 13F portfolio, value $525,617.

    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 29,027 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $893,596.

    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).