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Disclosery

LPL Financial LLC: IOO position timeline

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

LPL Financial LLC held 1,261,279 IOO 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 1,261,279 shares
    Change vs previous 13F +25,293 shares

    0.04% of the 13F portfolio, value $172,290,661.

    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 1,235,986 shares
    Change vs previous 13F +16,753 shares

    0.04% of the 13F portfolio, value $149,517,241.

    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 1,219,233 shares
    Change vs previous 13F +134,689 shares

    0.04% of the 13F portfolio, value $154,440,220.

    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 1,084,544 shares
    Change vs previous 13F +169,984 shares

    0.04% of the 13F portfolio, value $130,156,065.

    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 914,560 shares
    Change vs previous 13F -21,676 shares

    0.03% of the 13F portfolio, value $98,598,709.

    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 936,236 shares
    Change vs previous 13F +75,873 shares

    0.04% of the 13F portfolio, value $90,150,113.

    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 860,363 shares
    Change vs previous 13F +137,780 shares

    0.04% of the 13F portfolio, value $86,698,728.

    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 722,583 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $71,651,371.

    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).