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Disclosery

LPL Financial LLC: IWMI position timeline

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

LPL Financial LLC held 739,510 IWMI 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 739,510 shares
    Change vs previous 13F +175,595 shares

    0.01% of the 13F portfolio, value $39,578,585.

    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 563,915 shares
    Change vs previous 13F +175,978 shares

    0.01% of the 13F portfolio, value $26,729,580.

    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 387,937 shares
    Change vs previous 13F +204,184 shares

    0.01% of the 13F portfolio, value $18,884,752.

    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 183,753 shares
    Change vs previous 13F +81,159 shares

    <0.01% of the 13F portfolio, value $8,925,791.

    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 102,594 shares
    Change vs previous 13F +74,813 shares

    <0.01% of the 13F portfolio, value $4,660,849.

    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 27,781 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,212,662.

    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).