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Disclosery

LPL Financial LLC: BTCW position timeline

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

LPL Financial LLC held 86,602 BTCW 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 86,602 shares
    Change vs previous 13F +5,159 shares

    <0.01% of the 13F portfolio, value $5,369,324.

    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 81,443 shares
    Change vs previous 13F +47,825 shares

    <0.01% of the 13F portfolio, value $5,840,278.

    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 33,618 shares
    Change vs previous 13F +15,832 shares

    <0.01% of the 13F portfolio, value $3,115,716.

    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 17,786 shares
    Change vs previous 13F +4,901 shares

    <0.01% of the 13F portfolio, value $2,156,908.

    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 12,885 shares
    Change vs previous 13F +1,899 shares

    <0.01% of the 13F portfolio, value $1,471,725.

    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 10,986 shares
    Change vs previous 13F +6,017 shares

    <0.01% of the 13F portfolio, value $958,693.

    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 4,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $490,192.

    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).