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LPL Financial LLC: POWL position timeline

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

LPL Financial LLC held 105,792 POWL 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 105,792 shares
    Change vs previous 13F +76,711 shares

    0.01% of the 13F portfolio, value $30,294,546.

    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 29,081 shares
    Change vs previous 13F -901 shares

    <0.01% of the 13F portfolio, value $15,735,073.

    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 29,982 shares
    Change vs previous 13F +816 shares

    <0.01% of the 13F portfolio, value $9,557,602.

    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 29,166 shares
    Change vs previous 13F -5,504 shares

    <0.01% of the 13F portfolio, value $8,890,028.

    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 34,670 shares
    Change vs previous 13F -1,048 shares

    <0.01% of the 13F portfolio, value $7,296,364.

    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 35,718 shares
    Change vs previous 13F -1,090 shares

    <0.01% of the 13F portfolio, value $6,083,805.

    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 36,808 shares
    Change vs previous 13F +5,655 shares

    <0.01% of the 13F portfolio, value $8,158,494.

    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 31,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,915,637.

    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).