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Disclosery

LPL Financial LLC: IVOO position timeline

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

LPL Financial LLC held 329,634 IVOO 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 329,634 shares
    Change vs previous 13F +24,549 shares

    0.01% of the 13F portfolio, value $42,984,297.

    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 305,085 shares
    Change vs previous 13F +33,295 shares

    0.01% of the 13F portfolio, value $34,877,343.

    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 271,790 shares
    Change vs previous 13F -15,710 shares

    0.01% of the 13F portfolio, value $30,386,075.

    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 287,500 shares
    Change vs previous 13F -10,344 shares

    0.01% of the 13F portfolio, value $31,734,213.

    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 297,844 shares
    Change vs previous 13F +5,597 shares

    0.01% of the 13F portfolio, value $31,267,634.

    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 292,247 shares
    Change vs previous 13F -42,048 shares

    0.01% of the 13F portfolio, value $28,844,805.

    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 334,295 shares
    Change vs previous 13F +25,549 shares

    0.01% of the 13F portfolio, value $35,268,082.

    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 308,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,612,849.

    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).