Skip to content
Disclosery

LPL Financial LLC: GWX position timeline

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

LPL Financial LLC held 1,351,947 GWX 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 1,351,947 shares
    Change vs previous 13F +89,130 shares

    0.01% of the 13F portfolio, value $59,161,199.

    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 1,262,817 shares
    Change vs previous 13F +42,113 shares

    0.01% of the 13F portfolio, value $53,328,736.

    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 1,220,704 shares
    Change vs previous 13F -39,903 shares

    0.01% of the 13F portfolio, value $49,877,941.

    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 1,260,607 shares
    Change vs previous 13F +127,298 shares

    0.01% of the 13F portfolio, value $50,651,171.

    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 1,133,309 shares
    Change vs previous 13F +15,944 shares

    0.01% of the 13F portfolio, value $42,136,413.

    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 1,117,365 shares
    Change vs previous 13F +47,599 shares

    0.01% of the 13F portfolio, value $35,710,977.

    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 1,069,766 shares
    Change vs previous 13F +33,710 shares

    0.01% of the 13F portfolio, value $33,146,672.

    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 1,036,056 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,360,603.

    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).