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Disclosery

LPL Financial LLC: IWF position timeline

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

LPL Financial LLC held 15,446,900 IWF 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 15,446,900 shares
    Change vs previous 13F +11,607,545 shares

    0.43% of the 13F portfolio, value $1,918,041,501.

    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 3,839,355 shares
    Change vs previous 13F +83,696 shares

    0.44% of the 13F portfolio, value $1,637,100,806.

    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 3,755,659 shares
    Change vs previous 13F +63,975 shares

    0.49% of the 13F portfolio, value $1,777,553,614.

    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 3,691,684 shares
    Change vs previous 13F +202,269 shares

    0.5% of the 13F portfolio, value $1,729,221,857.

    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 3,489,415 shares
    Change vs previous 13F +209,344 shares

    0.49% of the 13F portfolio, value $1,481,536,083.

    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 3,280,071 shares
    Change vs previous 13F +133,621 shares

    0.46% of the 13F portfolio, value $1,184,400,770.

    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 3,146,450 shares
    Change vs previous 13F +119,229 shares

    0.51% of the 13F portfolio, value $1,263,551,468.

    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 3,027,221 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,136,358,017.

    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).