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
- period ended2026-06-3013F 1,917,599 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,621,323 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,371,487 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,240,537 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,064,889 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 884,469 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 861,653 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 803,241 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).