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Disclosery

LPL Financial LLC: IYZ position timeline

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

LPL Financial LLC held 2,032,593 IYZ 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 2,032,593 shares
    Change vs previous 13F +310,857 shares

    0.02% of the 13F portfolio, value $85,999,029.

    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 1,721,736 shares
    Change vs previous 13F +1,113,922 shares

    0.02% of the 13F portfolio, value $67,698,665.

    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 607,814 shares
    Change vs previous 13F +13,608 shares

    0.01% of the 13F portfolio, value $20,604,907.

    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 594,206 shares
    Change vs previous 13F +168,224 shares

    0.01% of the 13F portfolio, value $19,169,092.

    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 425,982 shares
    Change vs previous 13F +89,774 shares

    <0.01% of the 13F portfolio, value $12,685,752.

    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 336,208 shares
    Change vs previous 13F -104,921 shares

    <0.01% of the 13F portfolio, value $9,208,722.

    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 441,129 shares
    Change vs previous 13F +384,267 shares

    <0.01% of the 13F portfolio, value $11,835,503.

    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 56,862 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,436,323.

    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).