Skip to content
Disclosery

LPL Financial LLC: DWM position timeline

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

LPL Financial LLC held 469,903 DWM 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 469,903 shares
    Change vs previous 13F -6,105 shares

    0.01% of the 13F portfolio, value $34,403,590.

    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 476,008 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $33,268,504.

    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 476,596 shares
    Change vs previous 13F -7,699 shares

    0.01% of the 13F portfolio, value $32,770,714.

    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 484,295 shares
    Change vs previous 13F -42,437 shares

    0.01% of the 13F portfolio, value $32,068,991.

    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 526,732 shares
    Change vs previous 13F +21,053 shares

    0.01% of the 13F portfolio, value $33,479,115.

    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 505,679 shares
    Change vs previous 13F -206,762 shares

    0.01% of the 13F portfolio, value $29,407,692.

    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 712,441 shares
    Change vs previous 13F -28,821 shares

    0.02% of the 13F portfolio, value $37,542,053.

    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 741,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,664,599.

    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).