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Disclosery

LPL Financial LLC: IP position timeline

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

LPL Financial LLC held 955,651 IP 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 955,651 shares
    Change vs previous 13F +22,077 shares

    0.01% of the 13F portfolio, value $36,410,332.

    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 933,574 shares
    Change vs previous 13F +112,079 shares

    0.01% of the 13F portfolio, value $33,328,588.

    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 821,495 shares
    Change vs previous 13F -9,483 shares

    0.01% of the 13F portfolio, value $32,358,703.

    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 830,978 shares
    Change vs previous 13F -501 shares

    0.01% of the 13F portfolio, value $38,557,386.

    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 831,479 shares
    Change vs previous 13F +95,113 shares

    0.01% of the 13F portfolio, value $38,938,197.

    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 736,366 shares
    Change vs previous 13F +34,983 shares

    0.02% of the 13F portfolio, value $39,285,115.

    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 701,383 shares
    Change vs previous 13F -49,906 shares

    0.02% of the 13F portfolio, value $37,748,425.

    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 751,289 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,700,475.

    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).