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Disclosery

LPL Financial LLC: IQQQ position timeline

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

LPL Financial LLC held 365,561 IQQQ 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 365,561 shares
    Change vs previous 13F -5,513 shares

    <0.01% of the 13F portfolio, value $18,570,899.

    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 371,074 shares
    Change vs previous 13F -17,669 shares

    <0.01% of the 13F portfolio, value $15,470,685.

    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 388,743 shares
    Change vs previous 13F +106,307 shares

    <0.01% of the 13F portfolio, value $17,291,300.

    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 282,436 shares
    Change vs previous 13F +74,323 shares

    <0.01% of the 13F portfolio, value $12,441,313.

    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 208,113 shares
    Change vs previous 13F +66,951 shares

    <0.01% of the 13F portfolio, value $8,511,817.

    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 141,162 shares
    Change vs previous 13F -2,271 shares

    <0.01% of the 13F portfolio, value $5,484,142.

    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 143,433 shares
    Change vs previous 13F +94,455 shares

    <0.01% of the 13F portfolio, value $6,123,165.

    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 48,978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,048,260.

    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).