LPL Financial LLC: DWAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on DWAS, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 164,316 DWAS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 164,316 sharesChange vs previous 13F +10,249 shares
<0.01% of the 13F portfolio, value $20,919,804.
13F-HR 0001403438-26-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 154,067 sharesChange vs previous 13F +24,978 shares
<0.01% of the 13F portfolio, value $15,171,405.
13F-HR 0001403438-26-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 129,089 sharesChange vs previous 13F -20,913 shares
<0.01% of the 13F portfolio, value $12,491,257.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 150,002 sharesChange vs previous 13F -5,816 shares
<0.01% of the 13F portfolio, value $13,824,679.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 155,818 sharesChange vs previous 13F -18,384 shares
<0.01% of the 13F portfolio, value $13,222,720.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 174,202 sharesChange vs previous 13F -24,619 shares
0.01% of the 13F portfolio, value $13,584,269.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 198,821 sharesChange vs previous 13F +20,075 shares
0.01% of the 13F portfolio, value $18,150,398.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 178,746 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $16,600,103.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).