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Disclosery

LPL Financial LLC: ITA position timeline

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

LPL Financial LLC held 2,318,935 ITA 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 2,318,935 shares
    Change vs previous 13F -2,750 shares

    0.13% of the 13F portfolio, value $562,156,218.

    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 2,321,685 shares
    Change vs previous 13F -830,712 shares

    0.14% of the 13F portfolio, value $507,868,627.

    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 3,152,397 shares
    Change vs previous 13F +325,026 shares

    0.19% of the 13F portfolio, value $676,788,030.

    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 2,827,371 shares
    Change vs previous 13F +1,335,988 shares

    0.17% of the 13F portfolio, value $591,655,621.

    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 1,491,383 shares
    Change vs previous 13F +380,178 shares

    0.09% of the 13F portfolio, value $281,334,521.

    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 1,111,205 shares
    Change vs previous 13F -2,656 shares

    0.07% of the 13F portfolio, value $170,125,414.

    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 1,113,861 shares
    Change vs previous 13F +140,085 shares

    0.07% of the 13F portfolio, value $161,899,730.

    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 973,776 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $145,715,870.

    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).