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Disclosery

LPL Financial LLC: IQDF position timeline

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

LPL Financial LLC held 147,600 IQDF 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 147,600 shares
    Change vs previous 13F +8,691 shares

    <0.01% of the 13F portfolio, value $5,101,068.

    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 138,909 shares
    Change vs previous 13F +7,355 shares

    <0.01% of the 13F portfolio, value $4,399,243.

    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 131,554 shares
    Change vs previous 13F +21,802 shares

    <0.01% of the 13F portfolio, value $3,999,235.

    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 109,752 shares
    Change vs previous 13F +2,515 shares

    <0.01% of the 13F portfolio, value $3,131,770.

    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 107,237 shares
    Change vs previous 13F +2,159 shares

    <0.01% of the 13F portfolio, value $2,906,118.

    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 105,078 shares
    Change vs previous 13F +40,836 shares

    <0.01% of the 13F portfolio, value $2,619,592.

    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 64,242 shares
    Change vs previous 13F +417 shares

    <0.01% of the 13F portfolio, value $1,494,908.

    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 63,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,677,950.

    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).