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Disclosery

LPL Financial LLC: IX position timeline

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

LPL Financial LLC held 82,993 IX 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 82,993 shares
    Change vs previous 13F +17,011 shares

    <0.01% of the 13F portfolio, value $3,157,053.

    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 65,982 shares
    Change vs previous 13F +33,526 shares

    <0.01% of the 13F portfolio, value $1,978,794.

    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 32,456 shares
    Change vs previous 13F +1,172 shares

    <0.01% of the 13F portfolio, value $948,358.

    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 31,284 shares
    Change vs previous 13F +6,678 shares

    <0.01% of the 13F portfolio, value $817,127.

    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 24,606 shares
    Change vs previous 13F +9,522 shares

    <0.01% of the 13F portfolio, value $554,117.

    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 15,084 shares
    Change vs previous 13F +12,436 shares

    <0.01% of the 13F portfolio, value $315,111.

    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 2,648 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $281,329.

    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 1,781 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,685.

    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).