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Disclosery

LPL Financial LLC: IYLD position timeline

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

LPL Financial LLC held 54,063 IYLD 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 54,063 shares
    Change vs previous 13F +820 shares

    <0.01% of the 13F portfolio, value $1,197,216.

    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 53,243 shares
    Change vs previous 13F -41,986 shares

    <0.01% of the 13F portfolio, value $1,156,971.

    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 95,229 shares
    Change vs previous 13F +5,657 shares

    <0.01% of the 13F portfolio, value $2,039,801.

    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 89,572 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $1,906,100.

    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 89,388 shares
    Change vs previous 13F +5,232 shares

    <0.01% of the 13F portfolio, value $1,855,321.

    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 84,156 shares
    Change vs previous 13F +379 shares

    <0.01% of the 13F portfolio, value $1,689,842.

    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 83,777 shares
    Change vs previous 13F +22,489 shares

    <0.01% of the 13F portfolio, value $1,631,973.

    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 61,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,266,268.

    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).