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Disclosery

LPL Financial LLC: EQWL position timeline

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

LPL Financial LLC held 2,001,311 EQWL 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 2,001,311 shares
    Change vs previous 13F -16,185 shares

    0.06% of the 13F portfolio, value $258,209,184.

    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 2,017,496 shares
    Change vs previous 13F +252,131 shares

    0.06% of the 13F portfolio, value $232,496,179.

    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 1,765,365 shares
    Change vs previous 13F +156,725 shares

    0.06% of the 13F portfolio, value $208,595,519.

    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 1,608,640 shares
    Change vs previous 13F +521,501 shares

    0.05% of the 13F portfolio, value $184,478,814.

    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 1,087,139 shares
    Change vs previous 13F +169,336 shares

    0.04% of the 13F portfolio, value $119,552,666.

    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 917,803 shares
    Change vs previous 13F +131,502 shares

    0.04% of the 13F portfolio, value $94,616,328.

    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 786,301 shares
    Change vs previous 13F +106,600 shares

    0.03% of the 13F portfolio, value $80,422,874.

    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 679,701 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $69,547,044.

    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).