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Disclosery

LPL Financial LLC: IVV position timeline

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

LPL Financial LLC held 14,782,609 IVV 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 14,782,609 shares
    Change vs previous 13F +3,195,619 shares

    2.49% of the 13F portfolio, value $11,070,547,690.

    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 11,586,990 shares
    Change vs previous 13F +1,104,430 shares

    2.01% of the 13F portfolio, value $7,568,737,433.

    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 10,482,560 shares
    Change vs previous 13F +385,321 shares

    1.96% of the 13F portfolio, value $7,179,924,333.

    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 10,097,239 shares
    Change vs previous 13F +780,603 shares

    1.97% of the 13F portfolio, value $6,758,081,477.

    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 9,316,636 shares
    Change vs previous 13F -1,268,261 shares

    1.93% of the 13F portfolio, value $5,784,699,052.

    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 10,584,897 shares
    Change vs previous 13F +396,624 shares

    2.32% of the 13F portfolio, value $5,947,653,387.

    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 10,188,273 shares
    Change vs previous 13F +1,177,424 shares

    2.44% of the 13F portfolio, value $5,997,632,509.

    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 9,010,849 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $5,197,637,824.

    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).