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Disclosery

LPL Financial LLC: PWV position timeline

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

LPL Financial LLC held 2,270,178 PWV 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 2,270,178 shares
    Change vs previous 13F +230,202 shares

    0.04% of the 13F portfolio, value $172,011,371.

    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 2,039,976 shares
    Change vs previous 13F +194,397 shares

    0.04% of the 13F portfolio, value $142,206,728.

    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 1,845,579 shares
    Change vs previous 13F +316,197 shares

    0.03% of the 13F portfolio, value $122,767,941.

    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 1,529,382 shares
    Change vs previous 13F +157,831 shares

    0.03% of the 13F portfolio, value $99,730,970.

    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 1,371,551 shares
    Change vs previous 13F +151,169 shares

    0.03% of the 13F portfolio, value $85,228,172.

    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 1,220,382 shares
    Change vs previous 13F +168,351 shares

    0.03% of the 13F portfolio, value $72,624,947.

    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 1,052,031 shares
    Change vs previous 13F -76,757 shares

    0.02% of the 13F portfolio, value $59,835,188.

    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 1,128,788 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $65,832,139.

    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).