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Disclosery

LPL Financial LLC: WCLD position timeline

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

LPL Financial LLC held 39,063 WCLD 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 39,063 shares
    Change vs previous 13F -6,876 shares

    <0.01% of the 13F portfolio, value $1,252,208.

    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 45,939 shares
    Change vs previous 13F -11,838 shares

    <0.01% of the 13F portfolio, value $1,255,062.

    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 57,777 shares
    Change vs previous 13F -18,197 shares

    <0.01% of the 13F portfolio, value $2,022,783.

    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 75,974 shares
    Change vs previous 13F -7,518 shares

    <0.01% of the 13F portfolio, value $2,671,909.

    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 83,492 shares
    Change vs previous 13F -9,556 shares

    <0.01% of the 13F portfolio, value $3,017,412.

    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 93,048 shares
    Change vs previous 13F -22,080 shares

    <0.01% of the 13F portfolio, value $3,019,417.

    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 115,128 shares
    Change vs previous 13F -8,341 shares

    <0.01% of the 13F portfolio, value $4,319,614.

    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 123,469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,946,079.

    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).