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LPL Financial LLC: IUSG position timeline

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

LPL Financial LLC held 14,626,998 IUSG 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 14,626,998 shares
    Change vs previous 13F +247,661 shares

    0.62% of the 13F portfolio, value $2,751,192,093.

    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 14,379,337 shares
    Change vs previous 13F +154,735 shares

    0.59% of the 13F portfolio, value $2,230,378,920.

    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 14,224,602 shares
    Change vs previous 13F +191,247 shares

    0.65% of the 13F portfolio, value $2,388,879,656.

    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 14,033,355 shares
    Change vs previous 13F +389,150 shares

    0.67% of the 13F portfolio, value $2,309,048,226.

    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 13,644,205 shares
    Change vs previous 13F +564,793 shares

    0.69% of the 13F portfolio, value $2,052,088,389.

    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 13,079,412 shares
    Change vs previous 13F -2,222,950 shares

    0.65% of the 13F portfolio, value $1,662,131,715.

    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 15,302,362 shares
    Change vs previous 13F +425,195 shares

    0.87% of the 13F portfolio, value $2,132,384,103.

    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 14,877,167 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,962,447,105.

    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).