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Disclosery

LPL Financial LLC: IYH position timeline

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

LPL Financial LLC held 1,482,478 IYH 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 1,482,478 shares
    Change vs previous 13F +70,432 shares

    0.02% of the 13F portfolio, value $99,340,823.

    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 1,412,046 shares
    Change vs previous 13F -94,437 shares

    0.02% of the 13F portfolio, value $87,038,539.

    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 1,506,483 shares
    Change vs previous 13F +111,239 shares

    0.03% of the 13F portfolio, value $98,072,049.

    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 1,395,244 shares
    Change vs previous 13F -276,737 shares

    0.02% of the 13F portfolio, value $81,928,715.

    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 1,671,981 shares
    Change vs previous 13F +8,136 shares

    0.03% of the 13F portfolio, value $94,433,439.

    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 1,663,845 shares
    Change vs previous 13F +77,068 shares

    0.04% of the 13F portfolio, value $101,311,467.

    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 1,586,777 shares
    Change vs previous 13F -17,650 shares

    0.04% of the 13F portfolio, value $92,461,463.

    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 1,604,427 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $104,287,692.

    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).