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Disclosery

LPL Financial LLC: IVOL position timeline

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

LPL Financial LLC held 48,276 IVOL 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 48,276 shares
    Change vs previous 13F -8,108 shares

    <0.01% of the 13F portfolio, value $834,689.

    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 56,384 shares
    Change vs previous 13F -67,165 shares

    <0.01% of the 13F portfolio, value $1,054,942.

    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 123,549 shares
    Change vs previous 13F -5,679 shares

    <0.01% of the 13F portfolio, value $2,367,207.

    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 129,228 shares
    Change vs previous 13F -2,696 shares

    <0.01% of the 13F portfolio, value $2,491,521.

    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 131,924 shares
    Change vs previous 13F -6,524 shares

    <0.01% of the 13F portfolio, value $2,580,435.

    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 138,448 shares
    Change vs previous 13F -3,187 shares

    <0.01% of the 13F portfolio, value $2,586,200.

    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 141,635 shares
    Change vs previous 13F -351,325 shares

    <0.01% of the 13F portfolio, value $2,512,611.

    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 492,960 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,489,475.

    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).