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Disclosery

LPL Financial LLC: IWR position timeline

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

LPL Financial LLC held 3,730,141 IWR 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 3,730,141 shares
    Change vs previous 13F -25,452 shares

    0.09% of the 13F portfolio, value $411,509,128.

    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 3,755,593 shares
    Change vs previous 13F +235,527 shares

    0.1% of the 13F portfolio, value $365,156,316.

    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 3,520,066 shares
    Change vs previous 13F +313,199 shares

    0.09% of the 13F portfolio, value $338,876,729.

    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 3,206,867 shares
    Change vs previous 13F +157,225 shares

    0.09% of the 13F portfolio, value $309,623,033.

    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 3,049,642 shares
    Change vs previous 13F +57,050 shares

    0.09% of the 13F portfolio, value $280,475,548.

    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 2,992,592 shares
    Change vs previous 13F +350,651 shares

    0.1% of the 13F portfolio, value $254,579,790.

    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 2,641,941 shares
    Change vs previous 13F +28,075 shares

    0.1% of the 13F portfolio, value $233,547,567.

    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 2,613,866 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $230,386,147.

    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).