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Disclosery

LPL Financial LLC: CWI position timeline

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

LPL Financial LLC held 1,669,007 CWI 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 1,669,007 shares
    Change vs previous 13F -6,594 shares

    0.02% of the 13F portfolio, value $67,878,509.

    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 1,675,601 shares
    Change vs previous 13F +29,249 shares

    0.02% of the 13F portfolio, value $61,310,237.

    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 1,646,352 shares
    Change vs previous 13F +109,282 shares

    0.02% of the 13F portfolio, value $59,136,969.

    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 1,537,070 shares
    Change vs previous 13F +71,982 shares

    0.02% of the 13F portfolio, value $53,674,474.

    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 1,465,088 shares
    Change vs previous 13F +145,213 shares

    0.02% of the 13F portfolio, value $47,849,767.

    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 1,319,875 shares
    Change vs previous 13F -62,541 shares

    0.02% of the 13F portfolio, value $39,041,900.

    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 1,382,416 shares
    Change vs previous 13F +302,967 shares

    0.02% of the 13F portfolio, value $38,624,715.

    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 1,079,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,858,436.

    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).