Skip to content
Disclosery

LPL Financial LLC: KBWY position timeline

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

LPL Financial LLC held 623,635 KBWY 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 623,635 shares
    Change vs previous 13F -45,132 shares

    <0.01% of the 13F portfolio, value $11,580,900.

    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 668,767 shares
    Change vs previous 13F -1,862 shares

    <0.01% of the 13F portfolio, value $10,218,760.

    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 670,629 shares
    Change vs previous 13F -41,575 shares

    <0.01% of the 13F portfolio, value $10,349,406.

    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 712,204 shares
    Change vs previous 13F +23,041 shares

    <0.01% of the 13F portfolio, value $11,359,649.

    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 689,163 shares
    Change vs previous 13F +95,185 shares

    <0.01% of the 13F portfolio, value $10,840,540.

    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 593,978 shares
    Change vs previous 13F +48,284 shares

    <0.01% of the 13F portfolio, value $9,913,500.

    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 545,694 shares
    Change vs previous 13F +28,505 shares

    <0.01% of the 13F portfolio, value $9,773,382.

    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 517,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,912,688.

    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).