Skip to content
Disclosery

LPL Financial LLC: IWY position timeline

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

LPL Financial LLC held 2,348,860 IWY 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 2,348,860 shares
    Change vs previous 13F -38,795 shares

    0.15% of the 13F portfolio, value $682,625,538.

    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 2,387,655 shares
    Change vs previous 13F -2,964 shares

    0.16% of the 13F portfolio, value $594,143,961.

    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 2,390,619 shares
    Change vs previous 13F +2,455 shares

    0.18% of the 13F portfolio, value $662,057,908.

    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 2,388,164 shares
    Change vs previous 13F +191,465 shares

    0.19% of the 13F portfolio, value $653,520,943.

    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 2,196,699 shares
    Change vs previous 13F +13,996 shares

    0.18% of the 13F portfolio, value $541,508,299.

    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 2,182,703 shares
    Change vs previous 13F -29,964 shares

    0.18% of the 13F portfolio, value $460,419,251.

    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 2,212,667 shares
    Change vs previous 13F +329,632 shares

    0.21% of the 13F portfolio, value $520,574,192.

    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 1,883,035 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $414,361,879.

    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).