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LPL Financial LLC: EWP position timeline

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

LPL Financial LLC held 278,173 EWP 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 278,173 shares
    Change vs previous 13F +64,538 shares

    <0.01% of the 13F portfolio, value $16,520,696.

    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 213,635 shares
    Change vs previous 13F -41,666 shares

    <0.01% of the 13F portfolio, value $11,602,493.

    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 255,301 shares
    Change vs previous 13F +7,800 shares

    <0.01% of the 13F portfolio, value $13,763,275.

    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 247,501 shares
    Change vs previous 13F -255,945 shares

    <0.01% of the 13F portfolio, value $12,251,295.

    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 503,446 shares
    Change vs previous 13F +85,409 shares

    0.01% of the 13F portfolio, value $22,166,739.

    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 418,037 shares
    Change vs previous 13F +148,868 shares

    0.01% of the 13F portfolio, value $15,910,488.

    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 269,169 shares
    Change vs previous 13F +262,702 shares

    <0.01% of the 13F portfolio, value $8,357,697.

    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 6,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $228,220.

    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).