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Disclosery

LPL Financial LLC: IVOV position timeline

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

LPL Financial LLC held 154,602 IVOV 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 154,602 shares
    Change vs previous 13F +33,006 shares

    <0.01% of the 13F portfolio, value $17,635,401.

    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 121,596 shares
    Change vs previous 13F +5,249 shares

    <0.01% of the 13F portfolio, value $12,396,730.

    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 116,347 shares
    Change vs previous 13F -1,919 shares

    <0.01% of the 13F portfolio, value $11,752,229.

    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 118,266 shares
    Change vs previous 13F -13,081 shares

    <0.01% of the 13F portfolio, value $11,917,623.

    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 131,347 shares
    Change vs previous 13F +31,525 shares

    <0.01% of the 13F portfolio, value $12,539,658.

    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 99,822 shares
    Change vs previous 13F +7,957 shares

    <0.01% of the 13F portfolio, value $9,187,903.

    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 91,865 shares
    Change vs previous 13F +882 shares

    <0.01% of the 13F portfolio, value $8,778,240.

    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 90,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,709,775.

    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).