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Disclosery

LPL Financial LLC: IRM position timeline

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

LPL Financial LLC held 640,383 IRM 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 640,383 shares
    Change vs previous 13F +19,145 shares

    0.02% of the 13F portfolio, value $80,886,883.

    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 621,238 shares
    Change vs previous 13F -13,561 shares

    0.02% of the 13F portfolio, value $63,453,271.

    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 634,799 shares
    Change vs previous 13F -74,601 shares

    0.01% of the 13F portfolio, value $52,656,595.

    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 709,400 shares
    Change vs previous 13F +35,804 shares

    0.02% of the 13F portfolio, value $72,316,306.

    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 673,596 shares
    Change vs previous 13F +42,787 shares

    0.02% of the 13F portfolio, value $69,090,796.

    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 630,809 shares
    Change vs previous 13F +61,974 shares

    0.02% of the 13F portfolio, value $54,274,843.

    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 568,835 shares
    Change vs previous 13F -21,795 shares

    0.02% of the 13F portfolio, value $59,790,201.

    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 590,630 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $70,184,514.

    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).