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LPL Financial LLC: CWT position timeline

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

LPL Financial LLC held 23,265 CWT 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 23,265 shares
    Change vs previous 13F +373 shares

    <0.01% of the 13F portfolio, value $1,131,854.

    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 22,892 shares
    Change vs previous 13F +913 shares

    <0.01% of the 13F portfolio, value $1,037,911.

    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 21,979 shares
    Change vs previous 13F +1,804 shares

    <0.01% of the 13F portfolio, value $952,320.

    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 20,175 shares
    Change vs previous 13F -1,154 shares

    <0.01% of the 13F portfolio, value $925,826.

    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 21,329 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $970,057.

    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 22,359 shares
    Change vs previous 13F +819 shares

    <0.01% of the 13F portfolio, value $1,083,540.

    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 21,540 shares
    Change vs previous 13F +2,116 shares

    <0.01% of the 13F portfolio, value $976,396.

    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 19,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,053,183.

    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).