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Disclosery

LPL Financial LLC: IQI position timeline

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

LPL Financial LLC held 595,155 IQI 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 595,155 shares
    Change vs previous 13F +19,023 shares

    <0.01% of the 13F portfolio, value $6,022,965.

    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 576,132 shares
    Change vs previous 13F -150,964 shares

    <0.01% of the 13F portfolio, value $5,542,386.

    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 727,096 shares
    Change vs previous 13F +4,437 shares

    <0.01% of the 13F portfolio, value $7,241,877.

    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 722,659 shares
    Change vs previous 13F +501,071 shares

    <0.01% of the 13F portfolio, value $7,118,191.

    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 221,588 shares
    Change vs previous 13F -371,101 shares

    <0.01% of the 13F portfolio, value $2,078,491.

    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 592,689 shares
    Change vs previous 13F +87,535 shares

    <0.01% of the 13F portfolio, value $5,737,225.

    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 505,154 shares
    Change vs previous 13F +336,042 shares

    <0.01% of the 13F portfolio, value $4,980,819.

    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 169,112 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,765,529.

    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).