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Disclosery

LPL Financial LLC: IVOG position timeline

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

LPL Financial LLC held 157,225 IVOG 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 157,225 shares
    Change vs previous 13F +28,811 shares

    0.01% of the 13F portfolio, value $23,002,063.

    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 128,414 shares
    Change vs previous 13F -11,562 shares

    <0.01% of the 13F portfolio, value $16,055,576.

    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 139,976 shares
    Change vs previous 13F -16,529 shares

    <0.01% of the 13F portfolio, value $16,825,183.

    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 156,505 shares
    Change vs previous 13F -23,080 shares

    0.01% of the 13F portfolio, value $18,698,880.

    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 179,585 shares
    Change vs previous 13F +20,358 shares

    0.01% of the 13F portfolio, value $20,298,513.

    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 159,227 shares
    Change vs previous 13F -15,442 shares

    0.01% of the 13F portfolio, value $16,427,418.

    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 174,669 shares
    Change vs previous 13F +1,395 shares

    0.01% of the 13F portfolio, value $19,683,450.

    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 173,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,862,431.

    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).