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Disclosery

LPL Financial LLC: ISD position timeline

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

LPL Financial LLC held 151,524 ISD 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 151,524 shares
    Change vs previous 13F +6,200 shares

    <0.01% of the 13F portfolio, value $1,978,905.

    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 145,324 shares
    Change vs previous 13F +2,297 shares

    <0.01% of the 13F portfolio, value $1,912,465.

    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 143,027 shares
    Change vs previous 13F +9,764 shares

    <0.01% of the 13F portfolio, value $2,069,606.

    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 133,263 shares
    Change vs previous 13F -6,875 shares

    <0.01% of the 13F portfolio, value $1,916,321.

    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 140,138 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $1,985,758.

    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 138,543 shares
    Change vs previous 13F +2,123 shares

    <0.01% of the 13F portfolio, value $1,974,238.

    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 136,420 shares
    Change vs previous 13F +2,786 shares

    <0.01% of the 13F portfolio, value $1,866,230.

    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 133,634 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,862,853.

    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).