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Disclosery

LPL Financial LLC: IWS position timeline

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

LPL Financial LLC held 1,220,367 IWS 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 1,220,367 shares
    Change vs previous 13F -26,615 shares

    0.05% of the 13F portfolio, value $200,872,427.

    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 1,246,982 shares
    Change vs previous 13F +36,447 shares

    0.05% of the 13F portfolio, value $181,735,133.

    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 1,210,535 shares
    Change vs previous 13F +6,863 shares

    0.05% of the 13F portfolio, value $170,745,995.

    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 1,203,672 shares
    Change vs previous 13F +39,375 shares

    0.05% of the 13F portfolio, value $168,116,918.

    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 1,164,297 shares
    Change vs previous 13F +2,657 shares

    0.05% of the 13F portfolio, value $153,850,141.

    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 1,161,640 shares
    Change vs previous 13F +59,050 shares

    0.06% of the 13F portfolio, value $146,331,753.

    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 1,102,590 shares
    Change vs previous 13F +114,662 shares

    0.06% of the 13F portfolio, value $142,609,033.

    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 987,928 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $130,653,439.

    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).