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Disclosery

LPL Financial LLC: DWMF position timeline

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

LPL Financial LLC held 103,694 DWMF 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 103,694 shares
    Change vs previous 13F +8,443 shares

    <0.01% of the 13F portfolio, value $3,520,351.

    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 95,251 shares
    Change vs previous 13F -3,301 shares

    <0.01% of the 13F portfolio, value $3,208,685.

    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 98,552 shares
    Change vs previous 13F -35,999 shares

    <0.01% of the 13F portfolio, value $3,207,198.

    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 134,551 shares
    Change vs previous 13F +3,848 shares

    <0.01% of the 13F portfolio, value $4,291,308.

    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 130,703 shares
    Change vs previous 13F -24,591 shares

    <0.01% of the 13F portfolio, value $4,105,716.

    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 155,294 shares
    Change vs previous 13F +374 shares

    <0.01% of the 13F portfolio, value $4,536,172.

    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 154,920 shares
    Change vs previous 13F +5,676 shares

    <0.01% of the 13F portfolio, value $4,170,545.

    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 149,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,210,377.

    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).