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Disclosery

LPL Financial LLC: IVE position timeline

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

LPL Financial LLC held 9,632,373 IVE 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 9,632,373 shares
    Change vs previous 13F -872,868 shares

    0.49% of the 13F portfolio, value $2,187,126,578.

    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 10,505,241 shares
    Change vs previous 13F -508,018 shares

    0.59% of the 13F portfolio, value $2,218,181,574.

    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 11,013,259 shares
    Change vs previous 13F +2,466,847 shares

    0.64% of the 13F portfolio, value $2,335,581,651.

    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 8,546,412 shares
    Change vs previous 13F +634,507 shares

    0.52% of the 13F portfolio, value $1,764,919,355.

    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 7,911,905 shares
    Change vs previous 13F +934,622 shares

    0.52% of the 13F portfolio, value $1,546,144,481.

    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 6,977,283 shares
    Change vs previous 13F +1,699,340 shares

    0.52% of the 13F portfolio, value $1,329,730,452.

    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 5,277,943 shares
    Change vs previous 13F +847,863 shares

    0.41% of the 13F portfolio, value $1,007,453,697.

    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 4,430,080 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $873,478,879.

    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).