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Disclosery

LPL Financial LLC: SW position timeline

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

LPL Financial LLC held 221,201 SW 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 221,201 shares
    Change vs previous 13F +37,441 shares

    <0.01% of the 13F portfolio, value $10,232,744.

    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 183,760 shares
    Change vs previous 13F +23,289 shares

    <0.01% of the 13F portfolio, value $7,322,817.

    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 160,471 shares
    Change vs previous 13F -6,295 shares

    <0.01% of the 13F portfolio, value $6,205,416.

    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 166,766 shares
    Change vs previous 13F +17,022 shares

    <0.01% of the 13F portfolio, value $7,099,209.

    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 149,744 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $6,461,468.

    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 149,576 shares
    Change vs previous 13F -31,332 shares

    <0.01% of the 13F portfolio, value $6,739,906.

    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 180,908 shares
    Change vs previous 13F +98,887 shares

    <0.01% of the 13F portfolio, value $9,743,704.

    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 82,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,053,492.

    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).