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Disclosery

LPL Financial LLC: ROIV position timeline

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

LPL Financial LLC held 334,376 ROIV 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 334,376 shares
    Change vs previous 13F -44,280 shares

    <0.01% of the 13F portfolio, value $11,833,567.

    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 378,656 shares
    Change vs previous 13F +27,189 shares

    <0.01% of the 13F portfolio, value $10,488,771.

    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 351,467 shares
    Change vs previous 13F +239,247 shares

    <0.01% of the 13F portfolio, value $7,626,834.

    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 112,220 shares
    Change vs previous 13F +74,890 shares

    <0.01% of the 13F portfolio, value $1,697,889.

    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 37,330 shares
    Change vs previous 13F +17,198 shares

    <0.01% of the 13F portfolio, value $420,709.

    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 20,132 shares
    Change vs previous 13F -53,176 shares

    <0.01% of the 13F portfolio, value $203,132.

    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 73,308 shares
    Change vs previous 13F +7,452 shares

    <0.01% of the 13F portfolio, value $867,234.

    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 65,856 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $759,978.

    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).