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Disclosery

LPL Financial LLC: OWL position timeline

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

LPL Financial LLC held 2,113,977 OWL 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 2,113,977 shares
    Change vs previous 13F +417,241 shares

    <0.01% of the 13F portfolio, value $18,497,298.

    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 1,696,736 shares
    Change vs previous 13F +52,426 shares

    <0.01% of the 13F portfolio, value $15,491,195.

    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 1,644,310 shares
    Change vs previous 13F +91,862 shares

    0.01% of the 13F portfolio, value $24,565,995.

    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 1,552,448 shares
    Change vs previous 13F +1,411,235 shares

    0.01% of the 13F portfolio, value $26,282,942.

    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 141,213 shares
    Change vs previous 13F +28,339 shares

    <0.01% of the 13F portfolio, value $2,712,694.

    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 112,874 shares
    Change vs previous 13F -1,950 shares

    <0.01% of the 13F portfolio, value $2,261,993.

    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 114,824 shares
    Change vs previous 13F +26,611 shares

    <0.01% of the 13F portfolio, value $2,670,805.

    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 88,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,707,808.

    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).