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Disclosery

LPL Financial LLC: PBW position timeline

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

LPL Financial LLC held 107,310 PBW 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 107,310 shares
    Change vs previous 13F +15,788 shares

    <0.01% of the 13F portfolio, value $4,186,174.

    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 91,522 shares
    Change vs previous 13F -228,600 shares

    <0.01% of the 13F portfolio, value $2,890,271.

    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 320,122 shares
    Change vs previous 13F +127,191 shares

    <0.01% of the 13F portfolio, value $9,776,533.

    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 192,931 shares
    Change vs previous 13F +140,352 shares

    <0.01% of the 13F portfolio, value $5,571,850.

    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 52,579 shares
    Change vs previous 13F +2,896 shares

    <0.01% of the 13F portfolio, value $1,047,364.

    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 49,683 shares
    Change vs previous 13F -5,711 shares

    <0.01% of the 13F portfolio, value $782,011.

    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 55,394 shares
    Change vs previous 13F -10,353 shares

    <0.01% of the 13F portfolio, value $1,108,423.

    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 65,747 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,316,908.

    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).