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Disclosery

LPL Financial LLC: IWX position timeline

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

LPL Financial LLC held 483,315 IWX 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 483,315 shares
    Change vs previous 13F -95,793 shares

    0.01% of the 13F portfolio, value $50,825,428.

    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 579,108 shares
    Change vs previous 13F -61,734 shares

    0.01% of the 13F portfolio, value $53,665,919.

    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 640,842 shares
    Change vs previous 13F +555,928 shares

    0.02% of the 13F portfolio, value $58,867,782.

    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 84,914 shares
    Change vs previous 13F +5,400 shares

    <0.01% of the 13F portfolio, value $7,462,237.

    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 79,514 shares
    Change vs previous 13F -545,315 shares

    <0.01% of the 13F portfolio, value $6,694,290.

    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 624,829 shares
    Change vs previous 13F +543,939 shares

    0.02% of the 13F portfolio, value $51,348,463.

    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 80,890 shares
    Change vs previous 13F -360,613 shares

    <0.01% of the 13F portfolio, value $6,392,740.

    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 441,503 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,880,948.

    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).