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Disclosery

LPL Financial LLC: IYT position timeline

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

LPL Financial LLC held 589,896 IYT 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 589,896 shares
    Change vs previous 13F +365,977 shares

    0.01% of the 13F portfolio, value $51,173,462.

    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 223,919 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $16,704,382.

    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 223,052 shares
    Change vs previous 13F +14,046 shares

    <0.01% of the 13F portfolio, value $16,619,598.

    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 209,006 shares
    Change vs previous 13F +13,661 shares

    <0.01% of the 13F portfolio, value $14,987,835.

    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 195,345 shares
    Change vs previous 13F +13,500 shares

    <0.01% of the 13F portfolio, value $13,388,951.

    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 181,845 shares
    Change vs previous 13F -91,109 shares

    <0.01% of the 13F portfolio, value $11,643,533.

    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 272,954 shares
    Change vs previous 13F +96,850 shares

    0.01% of the 13F portfolio, value $18,443,475.

    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 176,104 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,135,334.

    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).