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LPL Financial LLC: PWB position timeline

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

LPL Financial LLC held 1,917,599 PWB 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 1,917,599 shares
    Change vs previous 13F +296,276 shares

    0.07% of the 13F portfolio, value $323,038,791.

    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 1,621,323 shares
    Change vs previous 13F +249,836 shares

    0.05% of the 13F portfolio, value $204,173,184.

    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 1,371,487 shares
    Change vs previous 13F +130,950 shares

    0.05% of the 13F portfolio, value $174,329,648.

    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 1,240,537 shares
    Change vs previous 13F +175,648 shares

    0.05% of the 13F portfolio, value $155,588,105.

    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 1,064,889 shares
    Change vs previous 13F +180,420 shares

    0.04% of the 13F portfolio, value $125,060,525.

    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 884,469 shares
    Change vs previous 13F +22,816 shares

    0.03% of the 13F portfolio, value $84,944,369.

    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 861,653 shares
    Change vs previous 13F +58,412 shares

    0.04% of the 13F portfolio, value $87,662,718.

    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 803,241 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $79,265,624.

    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).