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Disclosery

LPL Financial LLC: NWG position timeline

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

LPL Financial LLC held 331,082 NWG 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 331,082 shares
    Change vs previous 13F -147,138 shares

    <0.01% of the 13F portfolio, value $5,836,982.

    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 478,220 shares
    Change vs previous 13F -78,909 shares

    <0.01% of the 13F portfolio, value $7,125,476.

    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 557,129 shares
    Change vs previous 13F -81,675 shares

    <0.01% of the 13F portfolio, value $9,749,750.

    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 638,804 shares
    Change vs previous 13F -75,834 shares

    <0.01% of the 13F portfolio, value $9,039,082.

    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 714,638 shares
    Change vs previous 13F +134,538 shares

    <0.01% of the 13F portfolio, value $10,112,134.

    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 580,100 shares
    Change vs previous 13F +279,156 shares

    <0.01% of the 13F portfolio, value $6,914,794.

    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 300,944 shares
    Change vs previous 13F -7,331 shares

    <0.01% of the 13F portfolio, value $3,060,602.

    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 308,275 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,885,458.

    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).