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Disclosery

LPL Financial LLC: IWV position timeline

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

LPL Financial LLC held 465,469 IWV 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 465,469 shares
    Change vs previous 13F +8,119 shares

    0.04% of the 13F portfolio, value $198,475,900.

    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 457,350 shares
    Change vs previous 13F -42,872 shares

    0.05% of the 13F portfolio, value $169,530,604.

    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 500,222 shares
    Change vs previous 13F -12,672 shares

    0.05% of the 13F portfolio, value $193,510,978.

    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 512,894 shares
    Change vs previous 13F +12,324 shares

    0.06% of the 13F portfolio, value $194,355,951.

    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 500,570 shares
    Change vs previous 13F -1,089 shares

    0.06% of the 13F portfolio, value $175,699,925.

    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 501,659 shares
    Change vs previous 13F +6,130 shares

    0.06% of the 13F portfolio, value $159,347,077.

    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 495,529 shares
    Change vs previous 13F +26,372 shares

    0.07% of the 13F portfolio, value $165,630,466.

    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 469,157 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $153,287,659.

    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).