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
- period ended2026-06-3013F 14,626,998 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,379,337 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,224,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,033,355 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,644,205 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,079,412 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 15,302,362 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,877,167 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).