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Disclosery

LPL Financial LLC: IPKW position timeline

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

LPL Financial LLC held 659,314 IPKW 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 659,314 shares
    Change vs previous 13F +63,257 shares

    0.01% of the 13F portfolio, value $37,138,755.

    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 596,057 shares
    Change vs previous 13F +44,424 shares

    0.01% of the 13F portfolio, value $33,535,595.

    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 551,633 shares
    Change vs previous 13F +118,436 shares

    0.01% of the 13F portfolio, value $30,655,688.

    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 433,197 shares
    Change vs previous 13F +158,873 shares

    0.01% of the 13F portfolio, value $22,825,165.

    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 274,324 shares
    Change vs previous 13F -14,355 shares

    <0.01% of the 13F portfolio, value $13,345,854.

    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 288,679 shares
    Change vs previous 13F +151,170 shares

    0.01% of the 13F portfolio, value $13,181,070.

    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 137,509 shares
    Change vs previous 13F +8,626 shares

    <0.01% of the 13F portfolio, value $5,460,463.

    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 128,883 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,520,044.

    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).