Skip to content
Disclosery

LPL Financial LLC: IYR position timeline

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

LPL Financial LLC held 372,387 IYR 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 372,387 shares
    Change vs previous 13F +12,448 shares

    0.01% of the 13F portfolio, value $38,076,614.

    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 359,939 shares
    Change vs previous 13F +19,050 shares

    0.01% of the 13F portfolio, value $34,035,793.

    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 340,889 shares
    Change vs previous 13F -6,040 shares

    0.01% of the 13F portfolio, value $32,006,032.

    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 346,929 shares
    Change vs previous 13F -154,458 shares

    0.01% of the 13F portfolio, value $33,679,832.

    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 501,387 shares
    Change vs previous 13F +149,505 shares

    0.02% of the 13F portfolio, value $47,516,401.

    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 351,882 shares
    Change vs previous 13F -90,888 shares

    0.01% of the 13F portfolio, value $33,692,722.

    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 442,770 shares
    Change vs previous 13F +40,044 shares

    0.02% of the 13F portfolio, value $41,204,150.

    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 402,726 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,025,719.

    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).