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Disclosery

LPL Financial LLC: IVZ position timeline

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

LPL Financial LLC held 201,694 IVZ 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 201,694 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $5,322,700.

    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 198,184 shares
    Change vs previous 13F -106,048 shares

    <0.01% of the 13F portfolio, value $4,813,881.

    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 304,232 shares
    Change vs previous 13F +62,576 shares

    <0.01% of the 13F portfolio, value $7,992,171.

    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 241,656 shares
    Change vs previous 13F -46,891 shares

    <0.01% of the 13F portfolio, value $5,543,581.

    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 288,547 shares
    Change vs previous 13F +93,720 shares

    <0.01% of the 13F portfolio, value $4,550,383.

    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 194,827 shares
    Change vs previous 13F +2,922 shares

    <0.01% of the 13F portfolio, value $2,955,530.

    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 191,905 shares
    Change vs previous 13F -3,215 shares

    <0.01% of the 13F portfolio, value $3,354,492.

    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 195,120 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,426,315.

    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).