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Disclosery

LPL Financial LLC: WDI position timeline

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

LPL Financial LLC held 231,826 WDI 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 231,826 shares
    Change vs previous 13F -13,916 shares

    <0.01% of the 13F portfolio, value $3,143,558.

    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 245,742 shares
    Change vs previous 13F +72,151 shares

    <0.01% of the 13F portfolio, value $3,302,776.

    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 173,591 shares
    Change vs previous 13F -3,798 shares

    <0.01% of the 13F portfolio, value $2,397,294.

    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 177,389 shares
    Change vs previous 13F +24,341 shares

    <0.01% of the 13F portfolio, value $2,609,392.

    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 153,048 shares
    Change vs previous 13F +4,847 shares

    <0.01% of the 13F portfolio, value $2,271,232.

    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 148,201 shares
    Change vs previous 13F -5,797 shares

    <0.01% of the 13F portfolio, value $2,141,504.

    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 153,998 shares
    Change vs previous 13F -2,518 shares

    <0.01% of the 13F portfolio, value $2,194,473.

    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 156,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,454,175.

    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).