Skip to content
Disclosery

LPL Financial LLC: CWH position timeline

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

LPL Financial LLC held 53,598 CWH 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 53,598 shares
    Change vs previous 13F -7,328 shares

    <0.01% of the 13F portfolio, value $408,953.

    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 60,926 shares
    Change vs previous 13F +20,258 shares

    <0.01% of the 13F portfolio, value $416,127.

    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 40,668 shares
    Change vs previous 13F -860 shares

    <0.01% of the 13F portfolio, value $395,696.

    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 41,528 shares
    Change vs previous 13F -1,393 shares

    <0.01% of the 13F portfolio, value $655,726.

    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 42,921 shares
    Change vs previous 13F +1,584 shares

    <0.01% of the 13F portfolio, value $737,805.

    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 41,337 shares
    Change vs previous 13F -10,622 shares

    <0.01% of the 13F portfolio, value $668,001.

    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 51,959 shares
    Change vs previous 13F -3,861 shares

    <0.01% of the 13F portfolio, value $1,095,297.

    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 55,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,351,956.

    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).