Skip to content
Disclosery

LPL Financial LLC: WDIV position timeline

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

LPL Financial LLC held 130,841 WDIV 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 130,841 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $10,455,218.

    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 130,708 shares
    Change vs previous 13F +1,878 shares

    <0.01% of the 13F portfolio, value $10,084,438.

    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 128,830 shares
    Change vs previous 13F +3,178 shares

    <0.01% of the 13F portfolio, value $9,719,766.

    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 125,652 shares
    Change vs previous 13F +15,258 shares

    <0.01% of the 13F portfolio, value $9,134,289.

    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 110,394 shares
    Change vs previous 13F -152 shares

    <0.01% of the 13F portfolio, value $7,787,484.

    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 110,546 shares
    Change vs previous 13F +5,888 shares

    <0.01% of the 13F portfolio, value $7,197,633.

    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 104,658 shares
    Change vs previous 13F +3,296 shares

    <0.01% of the 13F portfolio, value $6,497,977.

    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 101,362 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,758,874.

    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).