Skip to content
Disclosery

LPL Financial LLC: IWO position timeline

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

LPL Financial LLC held 598,485 IWO 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 598,485 shares
    Change vs previous 13F +21,618 shares

    0.05% of the 13F portfolio, value $235,779,214.

    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 576,867 shares
    Change vs previous 13F +4,173 shares

    0.05% of the 13F portfolio, value $181,026,536.

    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 572,694 shares
    Change vs previous 13F +20,029 shares

    0.05% of the 13F portfolio, value $184,986,002.

    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 552,665 shares
    Change vs previous 13F +27,183 shares

    0.05% of the 13F portfolio, value $176,874,845.

    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 525,482 shares
    Change vs previous 13F +4,677 shares

    0.05% of the 13F portfolio, value $150,214,315.

    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 520,805 shares
    Change vs previous 13F -14,685 shares

    0.05% of the 13F portfolio, value $133,081,300.

    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 535,490 shares
    Change vs previous 13F +46,617 shares

    0.06% of the 13F portfolio, value $154,124,704.

    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 488,873 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $138,839,905.

    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).