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Disclosery

LPL Financial LLC: IWD position timeline

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

LPL Financial LLC held 4,042,964 IWD 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 4,042,964 shares
    Change vs previous 13F -241,828 shares

    0.22% of the 13F portfolio, value $980,135,792.

    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 4,284,792 shares
    Change vs previous 13F -5,710 shares

    0.24% of the 13F portfolio, value $915,531,513.

    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 4,290,502 shares
    Change vs previous 13F +88,708 shares

    0.25% of the 13F portfolio, value $902,464,207.

    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 4,201,794 shares
    Change vs previous 13F +36,569 shares

    0.25% of the 13F portfolio, value $855,443,331.

    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 4,165,225 shares
    Change vs previous 13F +215,832 shares

    0.27% of the 13F portfolio, value $809,011,672.

    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 3,949,393 shares
    Change vs previous 13F +229,198 shares

    0.29% of the 13F portfolio, value $743,117,856.

    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 3,720,195 shares
    Change vs previous 13F +426,218 shares

    0.28% of the 13F portfolio, value $688,719,744.

    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 3,293,977 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $625,196,773.

    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).