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Disclosery

LPL Financial LLC: IYW position timeline

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

LPL Financial LLC held 3,035,854 IYW 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 3,035,854 shares
    Change vs previous 13F -4,348 shares

    0.17% of the 13F portfolio, value $765,733,440.

    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 3,040,202 shares
    Change vs previous 13F -551,591 shares

    0.15% of the 13F portfolio, value $551,553,321.

    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 3,591,793 shares
    Change vs previous 13F -10,056 shares

    0.2% of the 13F portfolio, value $717,209,045.

    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 3,601,849 shares
    Change vs previous 13F -1,814,161 shares

    0.21% of the 13F portfolio, value $705,458,075.

    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 5,416,010 shares
    Change vs previous 13F +80,250 shares

    0.31% of the 13F portfolio, value $938,431,943.

    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 5,335,760 shares
    Change vs previous 13F +224,438 shares

    0.29% of the 13F portfolio, value $749,353,918.

    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 5,111,322 shares
    Change vs previous 13F +977,883 shares

    0.33% of the 13F portfolio, value $815,357,942.

    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 4,133,439 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $626,711,854.

    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).