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Disclosery

LPL Financial LLC: DWX position timeline

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

LPL Financial LLC held 212,224 DWX 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 212,224 shares
    Change vs previous 13F +22,306 shares

    <0.01% of the 13F portfolio, value $9,753,732.

    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 189,918 shares
    Change vs previous 13F -2,029 shares

    <0.01% of the 13F portfolio, value $8,660,642.

    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 191,947 shares
    Change vs previous 13F -2,298 shares

    <0.01% of the 13F portfolio, value $8,433,244.

    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 194,245 shares
    Change vs previous 13F +6,792 shares

    <0.01% of the 13F portfolio, value $8,294,248.

    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 187,453 shares
    Change vs previous 13F +15,369 shares

    <0.01% of the 13F portfolio, value $7,901,132.

    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 172,084 shares
    Change vs previous 13F -13,242 shares

    <0.01% of the 13F portfolio, value $6,601,138.

    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 185,326 shares
    Change vs previous 13F -10,334 shares

    <0.01% of the 13F portfolio, value $6,479,012.

    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 195,660 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,512,570.

    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).