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Disclosery

LPL Financial LLC: WDS position timeline

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

LPL Financial LLC held 139,472 WDS 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 139,472 shares
    Change vs previous 13F +81,275 shares

    <0.01% of the 13F portfolio, value $2,694,600.

    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 58,197 shares
    Change vs previous 13F +9,953 shares

    <0.01% of the 13F portfolio, value $1,389,753.

    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 48,244 shares
    Change vs previous 13F +20,097 shares

    <0.01% of the 13F portfolio, value $752,121.

    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 28,147 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $423,609.

    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 28,389 shares
    Change vs previous 13F -32,454 shares

    <0.01% of the 13F portfolio, value $438,038.

    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 60,843 shares
    Change vs previous 13F +3,605 shares

    <0.01% of the 13F portfolio, value $881,620.

    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 57,238 shares
    Change vs previous 13F +27,133 shares

    <0.01% of the 13F portfolio, value $892,918.

    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 30,105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $519,008.

    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).