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Disclosery

LPL Financial LLC: IYY position timeline

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

LPL Financial LLC held 336,065 IYY 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 336,065 shares
    Change vs previous 13F +31,563 shares

    0.01% of the 13F portfolio, value $61,257,878.

    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 304,502 shares
    Change vs previous 13F -7,079 shares

    0.01% of the 13F portfolio, value $48,248,380.

    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 311,581 shares
    Change vs previous 13F -22,600 shares

    0.01% of the 13F portfolio, value $51,663,272.

    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 334,181 shares
    Change vs previous 13F +6,138 shares

    0.02% of the 13F portfolio, value $54,297,111.

    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 328,043 shares
    Change vs previous 13F +35,606 shares

    0.02% of the 13F portfolio, value $49,493,177.

    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 292,437 shares
    Change vs previous 13F -9,238 shares

    0.02% of the 13F portfolio, value $39,800,612.

    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 301,675 shares
    Change vs previous 13F -34,054 shares

    0.02% of the 13F portfolio, value $43,166,680.

    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 335,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,864,445.

    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).