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Disclosery

LPL Financial LLC: QQQI position timeline

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

LPL Financial LLC held 3,310,164 QQQI 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 3,310,164 shares
    Change vs previous 13F +1,145,809 shares

    0.04% of the 13F portfolio, value $187,984,199.

    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 2,164,355 shares
    Change vs previous 13F +241,876 shares

    0.03% of the 13F portfolio, value $107,546,783.

    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 1,922,479 shares
    Change vs previous 13F +576,464 shares

    0.03% of the 13F portfolio, value $103,544,728.

    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 1,346,015 shares
    Change vs previous 13F +570,237 shares

    0.02% of the 13F portfolio, value $72,953,991.

    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 775,778 shares
    Change vs previous 13F +400,126 shares

    0.01% of the 13F portfolio, value $40,348,198.

    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 375,652 shares
    Change vs previous 13F +197,114 shares

    0.01% of the 13F portfolio, value $17,817,155.

    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 178,538 shares
    Change vs previous 13F +40,367 shares

    <0.01% of the 13F portfolio, value $9,350,038.

    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 138,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,092,292.

    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).