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Disclosery

LPL Financial LLC: IYM position timeline

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

LPL Financial LLC held 238,055 IYM 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 238,055 shares
    Change vs previous 13F +67,726 shares

    0.01% of the 13F portfolio, value $42,738,002.

    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 170,329 shares
    Change vs previous 13F +68,722 shares

    0.01% of the 13F portfolio, value $29,964,277.

    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 101,607 shares
    Change vs previous 13F +964 shares

    <0.01% of the 13F portfolio, value $15,643,464.

    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 100,643 shares
    Change vs previous 13F +11,628 shares

    <0.01% of the 13F portfolio, value $14,916,318.

    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 89,015 shares
    Change vs previous 13F +5,073 shares

    <0.01% of the 13F portfolio, value $12,462,961.

    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 83,942 shares
    Change vs previous 13F +7,315 shares

    <0.01% of the 13F portfolio, value $11,315,368.

    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 76,627 shares
    Change vs previous 13F +10,887 shares

    <0.01% of the 13F portfolio, value $9,956,199.

    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 65,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,871,271.

    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).