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Disclosery

LPL Financial LLC: IZRL position timeline

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

LPL Financial LLC held 24,608 IZRL 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 24,608 shares
    Change vs previous 13F -10,421 shares

    <0.01% of the 13F portfolio, value $747,525.

    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 35,029 shares
    Change vs previous 13F +8,663 shares

    <0.01% of the 13F portfolio, value $942,990.

    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 26,366 shares
    Change vs previous 13F -3,586 shares

    <0.01% of the 13F portfolio, value $788,086.

    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 29,952 shares
    Change vs previous 13F -3,524 shares

    <0.01% of the 13F portfolio, value $872,209.

    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 33,476 shares
    Change vs previous 13F +7,461 shares

    <0.01% of the 13F portfolio, value $909,549.

    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 26,015 shares
    Change vs previous 13F +813 shares

    <0.01% of the 13F portfolio, value $558,027.

    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 25,202 shares
    Change vs previous 13F +5,475 shares

    <0.01% of the 13F portfolio, value $564,274.

    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 19,727 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $390,782.

    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).