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Disclosery

LPL Financial LLC: FWD position timeline

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

LPL Financial LLC held 1,512,442 FWD 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 1,512,442 shares
    Change vs previous 13F +504,182 shares

    0.05% of the 13F portfolio, value $224,022,903.

    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 1,008,260 shares
    Change vs previous 13F +494,977 shares

    0.03% of the 13F portfolio, value $109,456,706.

    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 513,283 shares
    Change vs previous 13F +135,289 shares

    0.01% of the 13F portfolio, value $53,591,898.

    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 377,994 shares
    Change vs previous 13F +81,901 shares

    0.01% of the 13F portfolio, value $38,249,236.

    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 296,093 shares
    Change vs previous 13F +46,867 shares

    0.01% of the 13F portfolio, value $26,565,470.

    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 249,226 shares
    Change vs previous 13F +50,458 shares

    0.01% of the 13F portfolio, value $17,548,000.

    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 198,768 shares
    Change vs previous 13F +23,427 shares

    0.01% of the 13F portfolio, value $15,740,400.

    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 175,341 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,730,109.

    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).