Skip to content

LPL Financial LLC: IWL position timeline

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

LPL Financial LLC held 359,781 IWL 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 359,781 shares
    Change vs previous 13F -17,975 shares

    0.01% of the 13F portfolio, value $66,541,588.

    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 377,756 shares
    Change vs previous 13F +94,189 shares

    0.02% of the 13F portfolio, value $60,621,759.

    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 283,567 shares
    Change vs previous 13F +22,292 shares

    0.01% of the 13F portfolio, value $48,384,973.

    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 261,275 shares
    Change vs previous 13F -3,910 shares

    0.01% of the 13F portfolio, value $43,397,720.

    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 265,185 shares
    Change vs previous 13F -21,523 shares

    0.01% of the 13F portfolio, value $40,605,072.

    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 286,708 shares
    Change vs previous 13F -19,552 shares

    0.02% of the 13F portfolio, value $39,396,536.

    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 306,260 shares
    Change vs previous 13F +1,302 shares

    0.02% of the 13F portfolio, value $44,318,947.

    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 304,958 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $42,828,233.

    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).