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Disclosery

LPL Financial LLC: IWM position timeline

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

LPL Financial LLC held 3,732,504 IWM 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 3,732,504 shares
    Change vs previous 13F -4,736 shares

    0.25% of the 13F portfolio, value $1,121,430,867.

    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 3,737,240 shares
    Change vs previous 13F -3,709,737 shares

    0.25% of the 13F portfolio, value $926,835,427.

    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 7,446,977 shares
    Change vs previous 13F +79,527 shares

    0.5% of the 13F portfolio, value $1,833,147,806.

    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 7,367,450 shares
    Change vs previous 13F +314,544 shares

    0.52% of the 13F portfolio, value $1,782,627,956.

    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 7,052,906 shares
    Change vs previous 13F +156,030 shares

    0.51% of the 13F portfolio, value $1,521,946,451.

    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 6,896,876 shares
    Change vs previous 13F -117,811 shares

    0.54% of the 13F portfolio, value $1,375,857,834.

    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 7,014,687 shares
    Change vs previous 13F +272,006 shares

    0.63% of the 13F portfolio, value $1,549,965,393.

    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 6,742,681 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,489,390,739.

    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).