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Disclosery

LPL Financial LLC: WBS position timeline

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

LPL Financial LLC held 89,892 WBS 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 89,892 shares
    Change vs previous 13F +2,472 shares

    <0.01% of the 13F portfolio, value $6,869,551.

    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 87,420 shares
    Change vs previous 13F -6,525 shares

    <0.01% of the 13F portfolio, value $6,068,676.

    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 93,945 shares
    Change vs previous 13F +3,546 shares

    <0.01% of the 13F portfolio, value $5,912,919.

    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 90,399 shares
    Change vs previous 13F +13,721 shares

    <0.01% of the 13F portfolio, value $5,373,340.

    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 76,678 shares
    Change vs previous 13F -425 shares

    <0.01% of the 13F portfolio, value $4,186,635.

    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 77,103 shares
    Change vs previous 13F +6,948 shares

    <0.01% of the 13F portfolio, value $3,974,680.

    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 70,155 shares
    Change vs previous 13F +15,627 shares

    <0.01% of the 13F portfolio, value $3,873,978.

    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 54,528 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,541,554.

    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).