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Disclosery

LPL Financial LLC: ISTB position timeline

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

LPL Financial LLC held 852,550 ISTB 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 852,550 shares
    Change vs previous 13F -33,568 shares

    0.01% of the 13F portfolio, value $41,135,558.

    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 886,118 shares
    Change vs previous 13F +19,919 shares

    0.01% of the 13F portfolio, value $42,941,257.

    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 866,199 shares
    Change vs previous 13F +43,350 shares

    0.01% of the 13F portfolio, value $42,227,221.

    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 822,849 shares
    Change vs previous 13F -201,623 shares

    0.01% of the 13F portfolio, value $40,187,923.

    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 1,024,472 shares
    Change vs previous 13F +352,556 shares

    0.02% of the 13F portfolio, value $49,840,565.

    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 671,916 shares
    Change vs previous 13F +16,382 shares

    0.01% of the 13F portfolio, value $32,487,125.

    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 655,534 shares
    Change vs previous 13F +89,607 shares

    0.01% of the 13F portfolio, value $31,314,847.

    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 565,927 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,549,312.

    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).