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Disclosery

LPL Financial LLC: PWP position timeline

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

LPL Financial LLC held 16,489 PWP 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 16,489 shares
    Change vs previous 13F -5,134 shares

    <0.01% of the 13F portfolio, value $263,171.

    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 21,623 shares
    Change vs previous 13F +2,692 shares

    <0.01% of the 13F portfolio, value $392,681.

    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 18,931 shares
    Change vs previous 13F +2,751 shares

    <0.01% of the 13F portfolio, value $327,513.

    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 16,180 shares
    Change vs previous 13F +1,587 shares

    <0.01% of the 13F portfolio, value $344,966.

    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 14,593 shares
    Change vs previous 13F -718 shares

    <0.01% of the 13F portfolio, value $283,396.

    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 15,311 shares
    Change vs previous 13F -39,606 shares

    <0.01% of the 13F portfolio, value $281,723.

    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 54,917 shares
    Change vs previous 13F +10,173 shares

    <0.01% of the 13F portfolio, value $1,309,216.

    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 44,744 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $863,999.

    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).