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Disclosery

LPL Financial LLC: KBWD position timeline

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

LPL Financial LLC held 908,907 KBWD 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 908,907 shares
    Change vs previous 13F +110,535 shares

    <0.01% of the 13F portfolio, value $11,288,628.

    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 798,372 shares
    Change vs previous 13F +1,693 shares

    <0.01% of the 13F portfolio, value $10,011,582.

    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 796,679 shares
    Change vs previous 13F -131,814 shares

    <0.01% of the 13F portfolio, value $10,886,135.

    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 928,493 shares
    Change vs previous 13F +2,984 shares

    <0.01% of the 13F portfolio, value $12,562,511.

    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 925,509 shares
    Change vs previous 13F +69,821 shares

    <0.01% of the 13F portfolio, value $12,836,812.

    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 855,688 shares
    Change vs previous 13F +114,298 shares

    <0.01% of the 13F portfolio, value $12,364,694.

    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 741,390 shares
    Change vs previous 13F -29,040 shares

    <0.01% of the 13F portfolio, value $10,876,196.

    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 770,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,772,176.

    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).