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Disclosery

LPL Financial LLC: W position timeline

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

LPL Financial LLC held 38,473 W 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 38,473 shares
    Change vs previous 13F +6,603 shares

    <0.01% of the 13F portfolio, value $3,555,638.

    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 31,870 shares
    Change vs previous 13F +12,195 shares

    <0.01% of the 13F portfolio, value $2,396,938.

    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 19,675 shares
    Change vs previous 13F -154 shares

    <0.01% of the 13F portfolio, value $1,975,561.

    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 19,829 shares
    Change vs previous 13F +1,489 shares

    <0.01% of the 13F portfolio, value $1,771,319.

    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 18,340 shares
    Change vs previous 13F -2,179 shares

    <0.01% of the 13F portfolio, value $937,930.

    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 20,519 shares
    Change vs previous 13F -17,967 shares

    <0.01% of the 13F portfolio, value $657,232.

    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 38,486 shares
    Change vs previous 13F +26,390 shares

    <0.01% of the 13F portfolio, value $1,705,711.

    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 12,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $679,567.

    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).