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Disclosery

LPL Financial LLC: IUS position timeline

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

LPL Financial LLC held 1,784,665 IUS 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 1,784,665 shares
    Change vs previous 13F +277,267 shares

    0.03% of the 13F portfolio, value $117,038,341.

    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 1,507,398 shares
    Change vs previous 13F -514 shares

    0.02% of the 13F portfolio, value $87,299,297.

    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 1,507,912 shares
    Change vs previous 13F -9,249 shares

    0.02% of the 13F portfolio, value $86,192,812.

    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 1,517,161 shares
    Change vs previous 13F +71,931 shares

    0.02% of the 13F portfolio, value $83,762,426.

    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 1,445,230 shares
    Change vs previous 13F +149,165 shares

    0.02% of the 13F portfolio, value $74,429,337.

    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 1,296,065 shares
    Change vs previous 13F +262,784 shares

    0.02% of the 13F portfolio, value $63,973,782.

    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 1,033,281 shares
    Change vs previous 13F +57,606 shares

    0.02% of the 13F portfolio, value $51,323,072.

    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 975,675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $49,076,426.

    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).