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Disclosery

LPL Financial LLC: IQDY position timeline

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

LPL Financial LLC held 132,518 IQDY 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 132,518 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $5,662,140.

    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 132,619 shares
    Change vs previous 13F -12,244 shares

    <0.01% of the 13F portfolio, value $5,028,085.

    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 144,863 shares
    Change vs previous 13F +7,012 shares

    <0.01% of the 13F portfolio, value $5,307,773.

    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 137,851 shares
    Change vs previous 13F -1,048 shares

    <0.01% of the 13F portfolio, value $4,678,249.

    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 138,899 shares
    Change vs previous 13F +14,135 shares

    <0.01% of the 13F portfolio, value $4,490,826.

    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 124,764 shares
    Change vs previous 13F +5,502 shares

    <0.01% of the 13F portfolio, value $3,626,878.

    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 119,262 shares
    Change vs previous 13F +16,597 shares

    <0.01% of the 13F portfolio, value $3,297,164.

    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 102,665 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,201,106.

    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).