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Disclosery

LPL Financial LLC: IYK position timeline

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

LPL Financial LLC held 819,267 IYK 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 819,267 shares
    Change vs previous 13F -40,159 shares

    0.01% of the 13F portfolio, value $59,527,948.

    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 859,426 shares
    Change vs previous 13F -85,967 shares

    0.02% of the 13F portfolio, value $60,185,610.

    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 945,393 shares
    Change vs previous 13F +82,230 shares

    0.02% of the 13F portfolio, value $63,265,664.

    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 863,163 shares
    Change vs previous 13F -56,803 shares

    0.02% of the 13F portfolio, value $59,031,722.

    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 919,966 shares
    Change vs previous 13F +61,584 shares

    0.02% of the 13F portfolio, value $64,839,202.

    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 858,382 shares
    Change vs previous 13F +142,237 shares

    0.02% of the 13F portfolio, value $61,434,418.

    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 716,145 shares
    Change vs previous 13F -131,288 shares

    0.02% of the 13F portfolio, value $46,971,941.

    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 847,433 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $59,803,356.

    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).