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Disclosery

LPL Financial LLC: ISHG position timeline

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

LPL Financial LLC held 171,289 ISHG 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 171,289 shares
    Change vs previous 13F +156,175 shares

    <0.01% of the 13F portfolio, value $12,717,333.

    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 15,114 shares
    Change vs previous 13F +5,222 shares

    <0.01% of the 13F portfolio, value $1,121,203.

    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 9,892 shares
    Change vs previous 13F -11,131 shares

    <0.01% of the 13F portfolio, value $744,257.

    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 21,023 shares
    Change vs previous 13F -20,330 shares

    <0.01% of the 13F portfolio, value $1,601,532.

    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 41,353 shares
    Change vs previous 13F +24,851 shares

    <0.01% of the 13F portfolio, value $3,165,986.

    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 16,502 shares
    Change vs previous 13F +3,191 shares

    <0.01% of the 13F portfolio, value $1,161,411.

    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 13,311 shares
    Change vs previous 13F +4,204 shares

    <0.01% of the 13F portfolio, value $896,762.

    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 9,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $673,690.

    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).