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Disclosery

LPL Financial LLC: KBWB position timeline

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

LPL Financial LLC held 611,166 KBWB 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 611,166 shares
    Change vs previous 13F +110,361 shares

    0.01% of the 13F portfolio, value $56,826,191.

    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 500,805 shares
    Change vs previous 13F -64,249 shares

    0.01% of the 13F portfolio, value $39,623,698.

    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 565,054 shares
    Change vs previous 13F +107,910 shares

    0.01% of the 13F portfolio, value $47,628,421.

    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 457,144 shares
    Change vs previous 13F +46,024 shares

    0.01% of the 13F portfolio, value $35,753,255.

    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 411,120 shares
    Change vs previous 13F +26,329 shares

    0.01% of the 13F portfolio, value $29,444,439.

    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 384,791 shares
    Change vs previous 13F +38,252 shares

    0.01% of the 13F portfolio, value $24,153,343.

    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 346,539 shares
    Change vs previous 13F +111,420 shares

    0.01% of the 13F portfolio, value $22,646,295.

    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 235,119 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,780,308.

    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).