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Disclosery

LPL Financial LLC: FWONK position timeline

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

LPL Financial LLC held 94,714 FWONK 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 94,714 shares
    Change vs previous 13F -6,407 shares

    <0.01% of the 13F portfolio, value $9,011,062.

    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 101,121 shares
    Change vs previous 13F -33,519 shares

    <0.01% of the 13F portfolio, value $8,597,282.

    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 134,640 shares
    Change vs previous 13F +1,592 shares

    <0.01% of the 13F portfolio, value $13,263,401.

    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 133,048 shares
    Change vs previous 13F -12,719 shares

    <0.01% of the 13F portfolio, value $13,896,833.

    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 145,767 shares
    Change vs previous 13F +14,333 shares

    0.01% of the 13F portfolio, value $15,232,633.

    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 131,434 shares
    Change vs previous 13F +13,853 shares

    <0.01% of the 13F portfolio, value $11,830,400.

    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 117,581 shares
    Change vs previous 13F +12,806 shares

    <0.01% of the 13F portfolio, value $10,895,036.

    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 104,775 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,112,751.

    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).