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Disclosery

LPL Financial LLC: BWG position timeline

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

LPL Financial LLC held 164,229 BWG 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 164,229 shares
    Change vs previous 13F +18,669 shares

    <0.01% of the 13F portfolio, value $1,303,976.

    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 145,560 shares
    Change vs previous 13F +11,978 shares

    <0.01% of the 13F portfolio, value $1,116,445.

    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 133,582 shares
    Change vs previous 13F -16,806 shares

    <0.01% of the 13F portfolio, value $1,118,085.

    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 150,388 shares
    Change vs previous 13F +1,206 shares

    <0.01% of the 13F portfolio, value $1,305,372.

    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 149,182 shares
    Change vs previous 13F -28,714 shares

    <0.01% of the 13F portfolio, value $1,239,702.

    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 177,896 shares
    Change vs previous 13F -7,818 shares

    <0.01% of the 13F portfolio, value $1,485,431.

    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 185,714 shares
    Change vs previous 13F +27,101 shares

    <0.01% of the 13F portfolio, value $1,485,712.

    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 158,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,402,142.

    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).