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Disclosery

LPL Financial LLC: CWS position timeline

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

LPL Financial LLC held 38,241 CWS 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 38,241 shares
    Change vs previous 13F -29,645 shares

    <0.01% of the 13F portfolio, value $2,607,641.

    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 67,886 shares
    Change vs previous 13F -33,797 shares

    <0.01% of the 13F portfolio, value $4,396,435.

    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 101,683 shares
    Change vs previous 13F -3,880 shares

    <0.01% of the 13F portfolio, value $6,988,543.

    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 105,563 shares
    Change vs previous 13F +1,787 shares

    <0.01% of the 13F portfolio, value $7,244,877.

    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 103,776 shares
    Change vs previous 13F +15,273 shares

    <0.01% of the 13F portfolio, value $7,264,736.

    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 88,503 shares
    Change vs previous 13F -27,269 shares

    <0.01% of the 13F portfolio, value $5,794,280.

    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 115,772 shares
    Change vs previous 13F -3,061 shares

    <0.01% of the 13F portfolio, value $7,498,546.

    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 118,833 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,165,602.

    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).