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Disclosery

LPL Financial LLC: ITOT position timeline

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

LPL Financial LLC held 6,546,183 ITOT 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 6,546,183 shares
    Change vs previous 13F +616,750 shares

    0.24% of the 13F portfolio, value $1,075,341,380.

    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 5,929,433 shares
    Change vs previous 13F -394,791 shares

    0.22% of the 13F portfolio, value $844,529,141.

    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 6,324,224 shares
    Change vs previous 13F +305,209 shares

    0.26% of the 13F portfolio, value $940,348,797.

    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 6,019,015 shares
    Change vs previous 13F +552,954 shares

    0.26% of the 13F portfolio, value $876,669,478.

    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 5,466,061 shares
    Change vs previous 13F +212,382 shares

    0.25% of the 13F portfolio, value $738,136,805.

    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 5,253,679 shares
    Change vs previous 13F +159,669 shares

    0.25% of the 13F portfolio, value $641,001,317.

    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 5,094,010 shares
    Change vs previous 13F +352,978 shares

    0.27% of the 13F portfolio, value $655,191,510.

    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 4,741,032 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $595,568,363.

    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).