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Disclosery

LPL Financial LLC: GWRE position timeline

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

LPL Financial LLC held 31,461 GWRE 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 31,461 shares
    Change vs previous 13F +9,102 shares

    <0.01% of the 13F portfolio, value $3,871,276.

    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 22,359 shares
    Change vs previous 13F -19,947 shares

    <0.01% of the 13F portfolio, value $3,344,012.

    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 42,306 shares
    Change vs previous 13F +1,575 shares

    <0.01% of the 13F portfolio, value $8,503,929.

    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 40,731 shares
    Change vs previous 13F +3,412 shares

    <0.01% of the 13F portfolio, value $9,362,361.

    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 37,319 shares
    Change vs previous 13F +2,173 shares

    <0.01% of the 13F portfolio, value $8,786,690.

    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 35,146 shares
    Change vs previous 13F -15,558 shares

    <0.01% of the 13F portfolio, value $6,585,041.

    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 50,704 shares
    Change vs previous 13F +13,119 shares

    <0.01% of the 13F portfolio, value $8,547,631.

    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 37,585 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,875,747.

    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).