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Disclosery

LPL Financial LLC: ITM position timeline

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

LPL Financial LLC held 2,405,914 ITM 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 2,405,914 shares
    Change vs previous 13F +182,555 shares

    0.03% of the 13F portfolio, value $113,053,894.

    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 2,223,359 shares
    Change vs previous 13F +89,793 shares

    0.03% of the 13F portfolio, value $103,230,531.

    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 2,133,566 shares
    Change vs previous 13F +50,368 shares

    0.03% of the 13F portfolio, value $100,618,974.

    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 2,083,198 shares
    Change vs previous 13F +145,938 shares

    0.03% of the 13F portfolio, value $97,077,041.

    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 1,937,260 shares
    Change vs previous 13F +118,688 shares

    0.03% of the 13F portfolio, value $88,087,220.

    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 1,818,572 shares
    Change vs previous 13F +46,737 shares

    0.03% of the 13F portfolio, value $82,763,232.

    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 1,771,835 shares
    Change vs previous 13F +190,989 shares

    0.03% of the 13F portfolio, value $81,681,620.

    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 1,580,846 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $74,220,757.

    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).