Skip to content
Disclosery

LPL Financial LLC: ACWV position timeline

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

LPL Financial LLC held 742,422 ACWV 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 742,422 shares
    Change vs previous 13F +19,234 shares

    0.02% of the 13F portfolio, value $89,261,421.

    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 723,188 shares
    Change vs previous 13F +20,529 shares

    0.02% of the 13F portfolio, value $86,428,172.

    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 702,659 shares
    Change vs previous 13F +14,944 shares

    0.02% of the 13F portfolio, value $83,440,770.

    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 687,715 shares
    Change vs previous 13F +24,467 shares

    0.02% of the 13F portfolio, value $82,470,786.

    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 663,248 shares
    Change vs previous 13F +11,692 shares

    0.03% of the 13F portfolio, value $78,641,362.

    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 651,556 shares
    Change vs previous 13F -1,940 shares

    0.03% of the 13F portfolio, value $75,821,567.

    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 653,496 shares
    Change vs previous 13F +29,933 shares

    0.03% of the 13F portfolio, value $71,361,799.

    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 623,563 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $71,416,685.

    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).