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Disclosery

LPL Financial LLC: IYJ position timeline

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

LPL Financial LLC held 328,994 IYJ 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 328,994 shares
    Change vs previous 13F +16,485 shares

    0.01% of the 13F portfolio, value $54,826,893.

    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 312,509 shares
    Change vs previous 13F +724 shares

    0.01% of the 13F portfolio, value $46,107,530.

    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 311,785 shares
    Change vs previous 13F -1,387 shares

    0.01% of the 13F portfolio, value $46,197,131.

    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 313,172 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $45,683,948.

    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 313,437 shares
    Change vs previous 13F +16,544 shares

    0.01% of the 13F portfolio, value $44,605,186.

    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 296,893 shares
    Change vs previous 13F +2,484 shares

    0.02% of the 13F portfolio, value $38,649,552.

    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 294,409 shares
    Change vs previous 13F -12,963 shares

    0.02% of the 13F portfolio, value $39,309,508.

    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 307,372 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,086,475.

    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).