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LPL Financial LLC: SPWH position timeline

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

LPL Financial LLC held 29,967 SPWH 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 29,967 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $39,856.

    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 30,467 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $42,958.

    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 29,967 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $43,752.

    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 29,992 shares
    Change vs previous 13F -27,576 shares

    <0.01% of the 13F portfolio, value $83,078.

    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 57,568 shares
    Change vs previous 13F +28,365 shares

    <0.01% of the 13F portfolio, value $198,610.

    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 29,203 shares
    Change vs previous 13F +14,008 shares

    <0.01% of the 13F portfolio, value $29,031.

    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 15,195 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $40,571.

    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 16,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,888.

    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).