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Disclosery

LPL Financial LLC: LW position timeline

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

LPL Financial LLC held 112,833 LW 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 112,833 shares
    Change vs previous 13F -195,459 shares

    <0.01% of the 13F portfolio, value $4,872,155.

    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 308,292 shares
    Change vs previous 13F +10,231 shares

    <0.01% of the 13F portfolio, value $13,028,443.

    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 298,061 shares
    Change vs previous 13F +16,207 shares

    <0.01% of the 13F portfolio, value $12,485,761.

    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 281,854 shares
    Change vs previous 13F +25,931 shares

    <0.01% of the 13F portfolio, value $16,370,097.

    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 255,923 shares
    Change vs previous 13F +61,991 shares

    <0.01% of the 13F portfolio, value $13,269,630.

    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 193,932 shares
    Change vs previous 13F +26,180 shares

    <0.01% of the 13F portfolio, value $10,336,585.

    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 167,752 shares
    Change vs previous 13F +34,827 shares

    <0.01% of the 13F portfolio, value $11,210,841.

    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 132,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,605,538.

    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).