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Disclosery

LPL Financial LLC: IVR position timeline

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

LPL Financial LLC held 120,900 IVR 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 120,900 shares
    Change vs previous 13F -5,880 shares

    <0.01% of the 13F portfolio, value $955,113.

    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 126,780 shares
    Change vs previous 13F +45,824 shares

    <0.01% of the 13F portfolio, value $1,024,381.

    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 80,956 shares
    Change vs previous 13F -625 shares

    <0.01% of the 13F portfolio, value $680,840.

    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 81,581 shares
    Change vs previous 13F +17,191 shares

    <0.01% of the 13F portfolio, value $616,755.

    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 64,390 shares
    Change vs previous 13F +46,935 shares

    <0.01% of the 13F portfolio, value $504,815.

    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 17,455 shares
    Change vs previous 13F -25,770 shares

    <0.01% of the 13F portfolio, value $137,722.

    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 43,225 shares
    Change vs previous 13F -425 shares

    <0.01% of the 13F portfolio, value $347,959.

    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 43,650 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $409,869.

    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).