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Disclosery

LPL Financial LLC: IWN position timeline

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

LPL Financial LLC held 1,166,269 IWN 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 1,166,269 shares
    Change vs previous 13F +103,792 shares

    0.06% of the 13F portfolio, value $257,978,650.

    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 1,062,477 shares
    Change vs previous 13F -40,159 shares

    0.05% of the 13F portfolio, value $201,434,927.

    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 1,102,636 shares
    Change vs previous 13F +92,462 shares

    0.05% of the 13F portfolio, value $199,808,768.

    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 1,010,174 shares
    Change vs previous 13F +6,199 shares

    0.05% of the 13F portfolio, value $178,608,924.

    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 1,003,975 shares
    Change vs previous 13F +17,479 shares

    0.05% of the 13F portfolio, value $158,387,015.

    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 986,496 shares
    Change vs previous 13F -8,497 shares

    0.06% of the 13F portfolio, value $148,941,109.

    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 994,993 shares
    Change vs previous 13F -18,115 shares

    0.07% of the 13F portfolio, value $163,348,131.

    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 1,013,108 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $169,006,695.

    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).