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Disclosery

LPL Financial LLC: IVLU position timeline

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

LPL Financial LLC held 2,910,318 IVLU 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 2,910,318 shares
    Change vs previous 13F +975,069 shares

    0.03% of the 13F portfolio, value $121,709,471.

    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 1,935,249 shares
    Change vs previous 13F +878,269 shares

    0.02% of the 13F portfolio, value $76,790,678.

    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 1,056,980 shares
    Change vs previous 13F +292,642 shares

    0.01% of the 13F portfolio, value $40,218,072.

    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 764,338 shares
    Change vs previous 13F +172,504 shares

    0.01% of the 13F portfolio, value $27,118,710.

    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 591,834 shares
    Change vs previous 13F +51,880 shares

    0.01% of the 13F portfolio, value $19,465,419.

    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 539,954 shares
    Change vs previous 13F +66,715 shares

    0.01% of the 13F portfolio, value $16,366,010.

    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 473,239 shares
    Change vs previous 13F +248,707 shares

    0.01% of the 13F portfolio, value $12,829,512.

    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 224,532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,630,420.

    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).