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LPL Financial LLC: RWL position timeline

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

LPL Financial LLC held 6,638,080 RWL 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 6,638,080 shares
    Change vs previous 13F +39,974 shares

    0.19% of the 13F portfolio, value $848,081,091.

    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 6,598,106 shares
    Change vs previous 13F +727,207 shares

    0.2% of the 13F portfolio, value $758,188,318.

    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 5,870,899 shares
    Change vs previous 13F +843,089 shares

    0.18% of the 13F portfolio, value $672,217,849.

    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 5,027,810 shares
    Change vs previous 13F +227,093 shares

    0.16% of the 13F portfolio, value $556,377,400.

    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 4,800,717 shares
    Change vs previous 13F +688,858 shares

    0.17% of the 13F portfolio, value $500,666,789.

    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 4,111,859 shares
    Change vs previous 13F +114,112 shares

    0.16% of the 13F portfolio, value $408,472,064.

    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 3,997,747 shares
    Change vs previous 13F +532,794 shares

    0.16% of the 13F portfolio, value $391,459,416.

    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 3,464,953 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $339,807,958.

    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).