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LPL Financial LLC: WEC position timeline

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

LPL Financial LLC held 1,340,850 WEC 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 1,340,850 shares
    Change vs previous 13F +142,391 shares

    0.04% of the 13F portfolio, value $156,570,985.

    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 1,198,459 shares
    Change vs previous 13F +224,771 shares

    0.04% of the 13F portfolio, value $138,745,563.

    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 973,688 shares
    Change vs previous 13F +39,610 shares

    0.03% of the 13F portfolio, value $102,685,163.

    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 934,078 shares
    Change vs previous 13F +50,415 shares

    0.03% of the 13F portfolio, value $107,035,989.

    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 883,663 shares
    Change vs previous 13F +33,005 shares

    0.03% of the 13F portfolio, value $92,077,581.

    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 850,658 shares
    Change vs previous 13F +148,368 shares

    0.04% of the 13F portfolio, value $92,704,657.

    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 702,290 shares
    Change vs previous 13F +46,775 shares

    0.03% of the 13F portfolio, value $66,043,312.

    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 655,515 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,047,448.

    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).