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Disclosery

LPL Financial LLC: IUSV position timeline

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

LPL Financial LLC held 17,438,274 IUSV 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 17,438,274 shares
    Change vs previous 13F +212,650 shares

    0.43% of the 13F portfolio, value $1,920,825,845.

    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 17,225,624 shares
    Change vs previous 13F +819,093 shares

    0.47% of the 13F portfolio, value $1,761,320,029.

    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 16,406,531 shares
    Change vs previous 13F +569,611 shares

    0.46% of the 13F portfolio, value $1,682,325,629.

    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 15,836,920 shares
    Change vs previous 13F +647,586 shares

    0.46% of the 13F portfolio, value $1,582,900,119.

    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 15,189,334 shares
    Change vs previous 13F +755,216 shares

    0.48% of the 13F portfolio, value $1,437,366,644.

    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 14,434,118 shares
    Change vs previous 13F +612,628 shares

    0.52% of the 13F portfolio, value $1,332,124,766.

    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 13,821,490 shares
    Change vs previous 13F +469,411 shares

    0.52% of the 13F portfolio, value $1,279,731,708.

    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 13,352,079 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,274,989,967.

    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).