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LPL Financial LLC: DDWM position timeline

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

LPL Financial LLC held 3,980,772 DDWM 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 3,980,772 shares
    Change vs previous 13F +812,922 shares

    0.04% of the 13F portfolio, value $183,832,016.

    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 3,167,850 shares
    Change vs previous 13F +766,448 shares

    0.04% of the 13F portfolio, value $139,733,837.

    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 2,401,402 shares
    Change vs previous 13F +281,331 shares

    0.03% of the 13F portfolio, value $104,557,048.

    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 2,120,071 shares
    Change vs previous 13F +770,041 shares

    0.03% of the 13F portfolio, value $88,618,956.

    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 1,350,030 shares
    Change vs previous 13F +622,828 shares

    0.02% of the 13F portfolio, value $53,542,195.

    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 727,202 shares
    Change vs previous 13F -218,028 shares

    0.01% of the 13F portfolio, value $26,753,773.

    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 945,230 shares
    Change vs previous 13F -76,734 shares

    0.01% of the 13F portfolio, value $32,497,009.

    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 1,021,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,647,639.

    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).