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Disclosery

LPL Financial LLC: QWLD position timeline

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

LPL Financial LLC held 174,372 QWLD 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 174,372 shares
    Change vs previous 13F -136,077 shares

    0.01% of the 13F portfolio, value $26,489,383.

    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 310,449 shares
    Change vs previous 13F -20,301 shares

    0.01% of the 13F portfolio, value $44,437,197.

    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 330,750 shares
    Change vs previous 13F +14,155 shares

    0.01% of the 13F portfolio, value $47,380,244.

    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 316,595 shares
    Change vs previous 13F -8,171 shares

    0.01% of the 13F portfolio, value $44,459,554.

    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 324,766 shares
    Change vs previous 13F +48,193 shares

    0.01% of the 13F portfolio, value $43,803,302.

    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 276,573 shares
    Change vs previous 13F -8,091 shares

    0.01% of the 13F portfolio, value $35,316,815.

    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 284,664 shares
    Change vs previous 13F +3,035 shares

    0.01% of the 13F portfolio, value $35,255,582.

    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 281,629 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,272,383.

    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).