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Disclosery

LPL Financial LLC: KBWP position timeline

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

LPL Financial LLC held 170,250 KBWP 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 170,250 shares
    Change vs previous 13F -28,224 shares

    <0.01% of the 13F portfolio, value $21,581,685.

    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 198,474 shares
    Change vs previous 13F -27,863 shares

    0.01% of the 13F portfolio, value $23,614,753.

    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 226,337 shares
    Change vs previous 13F -33,750 shares

    0.01% of the 13F portfolio, value $28,811,748.

    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 260,087 shares
    Change vs previous 13F -22,262 shares

    0.01% of the 13F portfolio, value $32,166,789.

    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 282,349 shares
    Change vs previous 13F +106,390 shares

    0.01% of the 13F portfolio, value $34,680,896.

    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 175,959 shares
    Change vs previous 13F -3,320 shares

    0.01% of the 13F portfolio, value $21,922,725.

    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 179,279 shares
    Change vs previous 13F +43,052 shares

    0.01% of the 13F portfolio, value $20,807,065.

    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 136,227 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $15,741,084.

    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).