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Disclosery

LPL Financial LLC: ISPY position timeline

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

LPL Financial LLC held 1,220,228 ISPY 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 1,220,228 shares
    Change vs previous 13F -10,297 shares

    0.01% of the 13F portfolio, value $58,802,760.

    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 1,230,525 shares
    Change vs previous 13F +116,157 shares

    0.01% of the 13F portfolio, value $53,343,264.

    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 1,114,368 shares
    Change vs previous 13F +202,221 shares

    0.01% of the 13F portfolio, value $50,848,630.

    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 912,147 shares
    Change vs previous 13F -85,237 shares

    0.01% of the 13F portfolio, value $41,146,935.

    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 997,384 shares
    Change vs previous 13F +44,506 shares

    0.01% of the 13F portfolio, value $42,318,990.

    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 952,878 shares
    Change vs previous 13F +165,600 shares

    0.02% of the 13F portfolio, value $40,106,649.

    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 787,278 shares
    Change vs previous 13F +470,383 shares

    0.01% of the 13F portfolio, value $34,868,543.

    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 316,895 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $14,203,240.

    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).