LPL Financial LLC
- SEC CIK
- 0001403438
- Latest filing
- Aug 7, 2026
AIV holding history
Apartment Investment & Management Co in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AIV overviewAll 13F holders of AIVFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,633,396
- Value
- $4.85M
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,633,396 | $4.85M | <0.1% | +1,121,065+218.8% | Added | Holders |
| Q1 2026 | 512,331 | $2.09M | <0.1% | +17,734+3.6% | Added | Holders |
| Q4 2025 | 494,597 | $2.94M | <0.1% | +856+0.2% | Added | Holders |
| Q3 2025 | 493,741 | $3.92M | <0.1% | +19,699+4.2% | Added | Holders |
| Q2 2025 | 474,042 | $4.10M | <0.1% | +150,271+46.4% | Added | Holders |
| Q1 2025 | 323,771 | $2.85M | <0.1% | +323,771 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −158,255−100.0% | Sold out | Holders |
| Q4 2021 | 158,255 | $1.22M | <0.1% | +11,215+7.6% | Added | Holders |
| Q3 2021 | 147,040 | $1.01M | <0.1% | +6,502+4.6% | Added | Holders |
| Q2 2021 | 140,538 | $943.0K | <0.1% | −410.0% | Reduced | Holders |
| Q1 2021 | 140,579 | $863.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.