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Disclosery

LPL Financial LLC: IT position timeline

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

LPL Financial LLC held 31,024 IT 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 31,024 shares
    Change vs previous 13F -703 shares

    <0.01% of the 13F portfolio, value $4,021,303.

    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 31,727 shares
    Change vs previous 13F +13,704 shares

    <0.01% of the 13F portfolio, value $5,023,632.

    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 18,023 shares
    Change vs previous 13F -3,367 shares

    <0.01% of the 13F portfolio, value $4,546,819.

    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 21,390 shares
    Change vs previous 13F +295 shares

    <0.01% of the 13F portfolio, value $5,622,691.

    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 21,095 shares
    Change vs previous 13F -4,748 shares

    <0.01% of the 13F portfolio, value $8,527,039.

    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 25,843 shares
    Change vs previous 13F -4,883 shares

    <0.01% of the 13F portfolio, value $10,847,632.

    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 30,726 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $14,885,869.

    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 30,535 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,473,748.

    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).