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Disclosery

LPL Financial LLC: IVW position timeline

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

LPL Financial LLC held 21,564,794 IVW 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 21,564,794 shares
    Change vs previous 13F +675,541 shares

    0.67% of the 13F portfolio, value $2,965,806,020.

    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 20,889,253 shares
    Change vs previous 13F +1,072,772 shares

    0.63% of the 13F portfolio, value $2,362,783,274.

    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 19,816,481 shares
    Change vs previous 13F +357,495 shares

    0.67% of the 13F portfolio, value $2,442,579,315.

    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 19,458,986 shares
    Change vs previous 13F +830,034 shares

    0.69% of the 13F portfolio, value $2,349,088,624.

    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 18,628,952 shares
    Change vs previous 13F -300,393 shares

    0.68% of the 13F portfolio, value $2,051,047,520.

    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 18,929,345 shares
    Change vs previous 13F +988,955 shares

    0.68% of the 13F portfolio, value $1,757,210,999.

    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 17,940,390 shares
    Change vs previous 13F +2,257,493 shares

    0.74% of the 13F portfolio, value $1,821,487,663.

    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 15,682,897 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,501,637,381.

    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).