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LPL Financial LLC: PWRD position timeline

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

LPL Financial LLC held 586,451 PWRD 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 586,451 shares
    Change vs previous 13F +123,261 shares

    0.02% of the 13F portfolio, value $72,109,990.

    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 463,190 shares
    Change vs previous 13F +127,761 shares

    0.01% of the 13F portfolio, value $45,284,255.

    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 335,429 shares
    Change vs previous 13F +102,977 shares

    0.01% of the 13F portfolio, value $32,253,333.

    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 232,452 shares
    Change vs previous 13F +112,504 shares

    0.01% of the 13F portfolio, value $22,708,412.

    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 119,948 shares
    Change vs previous 13F +86,870 shares

    <0.01% of the 13F portfolio, value $10,815,749.

    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 33,078 shares
    Change vs previous 13F +19,063 shares

    <0.01% of the 13F portfolio, value $2,307,058.

    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 14,015 shares
    Change vs previous 13F +3,285 shares

    <0.01% of the 13F portfolio, value $1,017,069.

    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 10,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $793,259.

    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).