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
- period ended2026-06-3013F 359,781 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 377,756 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 283,567 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 261,275 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 265,185 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 286,708 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 306,260 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 304,958 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).