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LPL Financial LLC: IROC position timeline

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

LPL Financial LLC held 22,308 IROC 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 22,308 shares
    Change vs previous 13F +7,543 shares

    <0.01% of the 13F portfolio, value $1,143,874.

    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 14,765 shares
    Change vs previous 13F +7,315 shares

    <0.01% of the 13F portfolio, value $743,744.

    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 7,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $377,639.

    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).