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Disclosery

LPL Financial LLC: CW position timeline

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

LPL Financial LLC held 64,315 CW 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 64,315 shares
    Change vs previous 13F -2,427 shares

    0.01% of the 13F portfolio, value $48,735,203.

    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 66,742 shares
    Change vs previous 13F +11,700 shares

    0.01% of the 13F portfolio, value $45,459,126.

    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 55,042 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $30,342,920.

    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 56,987 shares
    Change vs previous 13F +13,115 shares

    0.01% of the 13F portfolio, value $30,940,477.

    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 43,872 shares
    Change vs previous 13F +9,561 shares

    0.01% of the 13F portfolio, value $21,433,872.

    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 34,311 shares
    Change vs previous 13F +9,242 shares

    <0.01% of the 13F portfolio, value $10,885,745.

    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 25,069 shares
    Change vs previous 13F +9,939 shares

    <0.01% of the 13F portfolio, value $8,896,369.

    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 15,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,973,189.

    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).