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Disclosery

LPL Financial LLC: GRW position timeline

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

LPL Financial LLC held 42,006 GRW 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 42,006 shares
    Change vs previous 13F -1,879 shares

    <0.01% of the 13F portfolio, value $1,353,763.

    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 43,885 shares
    Change vs previous 13F -6,338 shares

    <0.01% of the 13F portfolio, value $1,207,078.

    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 50,223 shares
    Change vs previous 13F -11,133 shares

    <0.01% of the 13F portfolio, value $1,562,598.

    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 61,356 shares
    Change vs previous 13F +42,113 shares

    <0.01% of the 13F portfolio, value $1,959,393.

    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 19,243 shares
    Change vs previous 13F +1,306 shares

    <0.01% of the 13F portfolio, value $674,082.

    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 17,937 shares
    Change vs previous 13F -3,214 shares

    <0.01% of the 13F portfolio, value $594,366.

    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 21,151 shares
    Change vs previous 13F -3,067 shares

    <0.01% of the 13F portfolio, value $695,022.

    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 24,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $897,277.

    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).