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LPL Financial LLC: ISCF position timeline

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

LPL Financial LLC held 774,242 ISCF 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 774,242 shares
    Change vs previous 13F +62,617 shares

    0.01% of the 13F portfolio, value $33,516,916.

    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 711,625 shares
    Change vs previous 13F +90,950 shares

    0.01% of the 13F portfolio, value $29,738,798.

    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 620,675 shares
    Change vs previous 13F +131,285 shares

    0.01% of the 13F portfolio, value $25,745,607.

    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 489,390 shares
    Change vs previous 13F +284,674 shares

    0.01% of the 13F portfolio, value $20,126,161.

    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 204,716 shares
    Change vs previous 13F +10,342 shares

    <0.01% of the 13F portfolio, value $7,936,827.

    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 194,374 shares
    Change vs previous 13F -15,654 shares

    <0.01% of the 13F portfolio, value $6,546,613.

    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 210,028 shares
    Change vs previous 13F +49,432 shares

    <0.01% of the 13F portfolio, value $6,779,717.

    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 160,596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,661,019.

    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).