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Disclosery

LPL Financial LLC: WAFD position timeline

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

LPL Financial LLC held 77,183 WAFD 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 77,183 shares
    Change vs previous 13F +6,674 shares

    <0.01% of the 13F portfolio, value $2,961,525.

    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 70,509 shares
    Change vs previous 13F -2,232 shares

    <0.01% of the 13F portfolio, value $2,213,974.

    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 72,741 shares
    Change vs previous 13F +5,100 shares

    <0.01% of the 13F portfolio, value $2,329,907.

    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 67,641 shares
    Change vs previous 13F +1,838 shares

    <0.01% of the 13F portfolio, value $2,048,851.

    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 65,803 shares
    Change vs previous 13F +29,979 shares

    <0.01% of the 13F portfolio, value $1,926,707.

    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 35,824 shares
    Change vs previous 13F -11,350 shares

    <0.01% of the 13F portfolio, value $1,023,854.

    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 47,174 shares
    Change vs previous 13F +6,682 shares

    <0.01% of the 13F portfolio, value $1,520,873.

    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 40,492 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,411,124.

    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).