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Disclosery

LPL Financial LLC: CWB position timeline

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

LPL Financial LLC held 1,628,253 CWB 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 1,628,253 shares
    Change vs previous 13F +378,073 shares

    0.04% of the 13F portfolio, value $175,558,249.

    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 1,250,180 shares
    Change vs previous 13F -328,626 shares

    0.03% of the 13F portfolio, value $114,416,509.

    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 1,578,806 shares
    Change vs previous 13F +35,217 shares

    0.04% of the 13F portfolio, value $140,829,510.

    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 1,543,589 shares
    Change vs previous 13F +128,298 shares

    0.04% of the 13F portfolio, value $139,694,769.

    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 1,415,291 shares
    Change vs previous 13F +132,707 shares

    0.04% of the 13F portfolio, value $116,987,959.

    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 1,282,584 shares
    Change vs previous 13F +64,481 shares

    0.04% of the 13F portfolio, value $98,271,538.

    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 1,218,103 shares
    Change vs previous 13F +202,435 shares

    0.04% of the 13F portfolio, value $94,878,045.

    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 1,015,668 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $77,789,978.

    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).