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Disclosery

LPL Financial LLC: IWP position timeline

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

LPL Financial LLC held 2,726,167 IWP 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 2,726,167 shares
    Change vs previous 13F +81,816 shares

    0.09% of the 13F portfolio, value $399,138,088.

    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 2,644,351 shares
    Change vs previous 13F +27,857 shares

    0.09% of the 13F portfolio, value $338,794,249.

    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 2,616,494 shares
    Change vs previous 13F +161,336 shares

    0.1% of the 13F portfolio, value $358,302,626.

    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 2,455,158 shares
    Change vs previous 13F +86,160 shares

    0.1% of the 13F portfolio, value $349,639,102.

    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 2,368,998 shares
    Change vs previous 13F +70,252 shares

    0.11% of the 13F portfolio, value $328,532,625.

    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 2,298,746 shares
    Change vs previous 13F +144,339 shares

    0.11% of the 13F portfolio, value $269,979,799.

    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 2,154,407 shares
    Change vs previous 13F +340,267 shares

    0.11% of the 13F portfolio, value $273,095,869.

    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 1,814,140 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $212,780,441.

    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).